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 |
|---|---|---|
TIAA3 years Filed as: TIAA TEACHER INS. & ANNUNITY ASSOC. Service code 23 · EIN 13-1624203 730 THIRD AVE. · NEWYORK, NY 100173206 | Insurance services; Recordkeeping fee... | $10,576 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 · EIN 16-1186135 30 BRYANT WOODS NORTH · AMHERST, NY 14221 | Other Services | $8,453 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 22 · EIN 47-1411118 4340 REDWOOD HIGHWAY # B -60 · SAN RAFAEL, CA 94903 | Insurance Broker | $7,472 |
LUMSDEN & MCCORMICK LLP3 years Service code 10 · EIN 16-0765486 CYCLORAMA BUILDING · BUFFALO, NY 142021725 | Accounting | $6,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,639 | $60,989+97.8% | $60,874+98.2% | $66,914+80.3% |
| Participation rate | 78.9% | 74.5%+4.5pp | 73.1%+5.8pp | 69.8%+9.1pp |
| Annual return | -8.31% | -9.60%+1.3pp | 16.90%-25.2pp | 1.58%-9.9pp |
| Employer contribution / active EE | $2,806 | $2,661+5.5% | $2,701+3.9% | $2,544+10.3% |
| Participant deferral / active EE | $4,840 | $3,615+33.9% | $3,817+26.8% | $4,237+14.2% |
| Admin fee / account holder | $108 | $338-68.2% | $3,224-96.7% | $593-81.8% |