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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,710 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $44,337 |
INSERO & CO. CPAS, LLP9+ years Service code 10 · EIN 47-5324570 | Accounting | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,126 | $83,884+22.9% | $64,056+61.0% | $74,419+38.6% |
| Participation rate | 88.8% | 76.6%+12.2pp | 72.3%+16.5pp | 70.7%+18.0pp |
| Annual return | 13.57% | 16.57%-3.0pp | 33.69%-20.1pp | 34.38%-20.8pp |
| Employer contribution / active EE | $4,006 | $3,084+29.9% | $2,747+45.8% | $2,637+51.9% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $105 | $196-46.4% | $3,068-96.6% | $348-69.8% |