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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $185,125 |
CAP FINANCIAL PARTNERS, LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $57,641 |
COHNREZNICK LLP8 years Service code 10 · EIN 33-4144829 | Accounting | $17,325 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $1,325 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $865 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $220,635 | $91,762+140.4% | $67,502+226.9% | $77,643+184.2% |
| Participation rate | 91.0% | 75.9%+15.1pp | 72.9%+18.1pp | 70.6%+20.4pp |
| Annual return | 10.76% | 14.87%-4.1pp | 3512.12%-3501.4pp | 31.24%-20.5pp |
| Employer contribution / active EE | $5,434 | $3,181+70.8% | $2,731+99.0% | $2,726+99.3% |
| Participant deferral / active EE | $6,436 | $3,903+64.9% | $4,000+60.9% | $4,647+38.5% |
| Admin fee / account holder | $163 | $176-7.6% | $3,998-95.9% | $430-62.2% |