See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $143,057 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,528 |
RBT CPAS, LLP5 years Service code 10 · EIN 14-1604297 | Accounting | $19,750 |
NIXON PEABODY LLP6 years Service code 29 · EIN 16-0764720 | Legal | $8,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,289 | $98,780+48.1% | $60,874+140.3% | $77,904+87.8% |
| Participation rate | 66.7% | 76.7%-10.0pp | 73.1%-6.4pp | 73.7%-7.0pp |
| Annual return | -11.51% | -11.56%+0.1pp | 16.90%-28.4pp | 12.21%-23.7pp |
| Employer contribution / active EE | $3,243 | $3,605-10.0% | $2,701+20.1% | $2,848+13.9% |
| Participant deferral / active EE | $3,043 | $4,200-27.5% | $3,817-20.3% | $4,806-36.7% |
| Admin fee / account holder | $68 | $89-23.4% | $3,224-97.9% | $133-48.8% |