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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $172,713 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $29,320 |
Service code 28 · EIN 26-0058143 | Investment Management | $26,276 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $1,135 |
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 | $225,140 | $94,833+137.4% | $75,696+197.4% | $86,799+159.4% |
| Participation rate | 85.8% | 79.1%+6.7pp | 74.8%+11.0pp | 72.3%+13.5pp |
| Annual return | 11.60% | 16.91%-5.3pp | 104.53%-92.9pp | 97.91%-86.3pp |
| Employer contribution / active EE | $6,188 | $2,904+113.1% | $2,743+125.6% | $2,405+157.3% |
| Participant deferral / active EE | $7,427 | $3,632+104.5% | $3,821+94.4% | $4,131+79.8% |
| Admin fee / account holder | $149 | $109+37.0% | $3,619-95.9% | $170-12.2% |