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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,526 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $33,253 |
INSERO & CO. CPAS, LLP8+ years Service code 10 · EIN 47-5324570 | Accounting | $31,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,727 | $79,124+18.5% | $60,874+54.0% | $64,808+44.6% |
| Participation rate | 84.1% | 77.7%+6.4pp | 73.1%+11.0pp | 71.5%+12.6pp |
| Annual return | -11.93% | -7.13%-4.8pp | 16.90%-28.8pp | 32.82%-44.7pp |
| Employer contribution / active EE | $3,488 | $3,050+14.4% | $2,701+29.1% | $2,506+39.2% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $95 | $106-10.0% | $3,224-97.1% | $188-49.4% |