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 | $109,357 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $48,884 |
INSERO & CO. CPAS, LLP10+ years Service code 10 · EIN 47-5324570 | Accounting | $30,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,043 | $91,762+19.9% | $67,502+63.0% | $77,643+41.7% |
| Participation rate | 91.8% | 75.9%+15.9pp | 72.9%+18.9pp | 70.6%+21.2pp |
| Annual return | 11.06% | 14.87%-3.8pp | 3512.12%-3501.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $4,148 | $3,181+30.4% | $2,731+51.9% | $2,726+52.2% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $115 | $176-34.5% | $3,998-97.1% | $430-73.2% |