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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $137,659 |
CAMMACK LARHETTE ADVISORS6+ years Service code 28 · EIN 13-3052851 | Investment Management | $20,177 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $1,295 |
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 | $183,111 | $84,948+115.6% | $70,449+159.9% | $73,409+149.4% |
| Participation rate | 97.7% | 79.9%+17.8pp | 75.1%+22.7pp | 72.2%+25.6pp |
| Annual return | 12.61% | 13.39%-0.8pp | 109.03%-96.4pp | 59.29%-46.7pp |
| Employer contribution / active EE | $6,084 | $2,834+114.7% | $2,737+122.3% | $2,234+172.4% |
| Participant deferral / active EE | $7,334 | $3,387+116.5% | $3,709+97.8% | $3,805+92.7% |
| Admin fee / account holder | $94 | $98-4.1% | $3,845-97.6% | $158-40.4% |