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 | $103,478 |
FREED MAXICK CPAS PC6 years Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 | Accounting | $16,700 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $9,848 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,053 | $91,762+10.1% | $67,502+49.7% | $77,643+30.2% |
| Participation rate | 73.4% | 75.9%-2.5pp | 72.9%+0.6pp | 70.6%+2.9pp |
| Annual return | 12.42% | 14.87%-2.5pp | 3512.12%-3499.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $4,367 | $3,181+37.3% | $2,731+59.9% | $2,726+60.2% |
| Participant deferral / active EE | $5,125 | $3,903+31.3% | $4,000+28.1% | $4,647+10.3% |
| Admin fee / account holder | $115 | $176-34.9% | $3,998-97.1% | $430-73.4% |