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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $153,910 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $53,881 |
COHNREZNICK LLP7 years Service code 10 · EIN 22-1478099 | Accounting | $33,575 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $959 |
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 | $227,661 | $83,884+171.4% | $64,056+255.4% | $74,419+205.9% |
| Participation rate | 79.3% | 76.6%+2.7pp | 72.3%+7.0pp | 70.7%+8.6pp |
| Annual return | 12.75% | 16.57%-3.8pp | 33.69%-20.9pp | 34.38%-21.6pp |
| Employer contribution / active EE | $6,052 | $3,084+96.3% | $2,747+120.4% | $2,637+129.5% |
| Participant deferral / active EE | $7,419 | $3,692+101.0% | $3,880+91.2% | $4,528+63.9% |
| Admin fee / account holder | $165 | $196-16.0% | $3,068-94.6% | $348-52.7% |