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 |
|---|---|---|
BRIDGEHAVEN FIN ADVRS2 years Service code 51 · EIN 48-1305000 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Investment Mgmt Fees | $19,400 |
TIAA2 years Filed as: TIAA (TEACHERS INS. & ANN. ASSOC.) Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $1,712 |
TIAA2 years Filed as: CREF (TIAA-CREF INV. MGMT. LLC) Service code 15 · EIN 13-3586142 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $0 |
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 | $111,367 | $57,976+92.1% | $62,995+76.8% | $62,292+78.8% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 13.97% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $3,297 | $2,415+36.6% | $2,759+19.5% | $2,042+61.5% |
| Participant deferral / active EE | $4,957 | $2,956+67.7% | $3,329+48.9% | $3,169+56.4% |
| Admin fee / account holder | $76 | $276-72.5% | $3,600-97.9% | $479-84.2% |