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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $90,955 |
CAMMACK LARHETTE ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $45,345 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $6,875 |
Service code 50 · EIN 04-2647786 | Direct Payment | $1,845 |
Filed as: AXA EQUITBALE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $314 |
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 | $156,166 | $74,552+109.5% | $62,995+147.9% | $69,631+124.3% |
| Participation rate | 91.0% | 78.3%+12.7pp | 74.8%+16.2pp | 70.7%+20.3pp |
| Annual return | 14.18% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $5,651 | $2,929+92.9% | $2,759+104.8% | $2,032+178.1% |
| Participant deferral / active EE | $6,842 | $2,974+130.0% | $3,329+105.5% | $3,224+112.2% |
| Admin fee / account holder | $89 | $59+50.2% | $3,600-97.5% | $110-19.2% |