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 Service code 15 · EIN 13-1624203 | Recordkeeping | $135,016 |
Filed as: CAMMACK RETIREMENT GROUP, INC. Service code 28 · EIN 46-4084533 | Investment Management | $12,200 |
CAMMACK LARHETTE ADVISORS5+ years Service code 28 · EIN 20-4668732 | Investment Management | $7,150 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $99 |
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 | $166,423 | $95,542+74.2% | $69,455+139.6% | $67,579+146.3% |
| Participation rate | 90.9% | 79.4%+11.6pp | 74.6%+16.3pp | 71.3%+19.6pp |
| Annual return | 17.18% | 17.67%-0.5pp | 28.97%-11.8pp | 378.56%-361.4pp |
| Employer contribution / active EE | $5,666 | $2,989+89.6% | $2,779+103.9% | $2,148+163.8% |
| Participant deferral / active EE | $6,786 | $3,263+108.0% | $3,535+91.9% | $3,539+91.7% |
| Admin fee / account holder | $96 | $90+6.8% | $3,839-97.5% | $142-32.6% |