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 |
|---|---|---|
ACTUARIAL BENEFITS CORP6 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 · EIN 16-1186135 30 BRYANT WOODS NORTH · AMHERST, NY 14221 | Other Services | $9,568 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $9,118 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 22 · EIN 47-1411118 4340 REDWOOD HIGHWAY # B -60 · SAN RAFAEL, CA 94903 | Insurance Broker | $7,868 |
LUMSDEN & MCCORMICK LLP5 years Service code 10 · EIN 16-0765486 CYCLORAMA BUILDING · BUFFALO, NY 142021725 | Accounting | $6,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,036 | $69,763+100.7% | $67,502+107.5% | $74,495+88.0% |
| Participation rate | 77.1% | 71.4%+5.7pp | 72.9%+4.2pp | 67.2%+9.9pp |
| Annual return | 12.25% | -40.34%+52.6pp | 3512.12%-3499.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,674 | $2,704-1.1% | $2,731-2.1% | $2,623+1.9% |
| Participant deferral / active EE | $4,439 | $3,636+22.1% | $4,000+11.0% | $4,346+2.1% |
| Admin fee / account holder | $107 | $896-88.0% | $3,998-97.3% | $1,942-94.5% |