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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $159,449 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $40,036 |
COHNREZNICK LLP6 years Service code 10 · EIN 22-1478099 | Accounting | $23,100 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $1,173 |
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 | $195,004 | $79,124+146.5% | $60,874+220.3% | $64,808+200.9% |
| Participation rate | 74.3% | 77.7%-3.4pp | 73.1%+1.2pp | 71.5%+2.8pp |
| Annual return | -10.78% | -7.13%-3.6pp | 16.90%-27.7pp | 32.82%-43.6pp |
| Employer contribution / active EE | $5,877 | $3,050+92.7% | $2,701+117.6% | $2,506+134.5% |
| Participant deferral / active EE | $7,094 | $3,725+90.4% | $3,817+85.9% | $4,310+64.6% |
| Admin fee / account holder | $143 | $106+35.5% | $3,224-95.6% | $188-23.8% |