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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $78,295 |
INSERO & CO. CPAS, LLP6 years Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $8,075 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $7,537 |
Filed as: FIDELITY INV INST OPERATION CO, LLC Service code 50 · EIN 04-2647786 | Direct Payment | $120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,481 | $91,762-6.8% | $67,502+26.6% | $77,643+10.1% |
| Participation rate | 97.6% | 75.9%+21.7pp | 72.9%+24.8pp | 70.6%+27.1pp |
| Annual return | 12.30% | 14.87%-2.6pp | 3512.12%-3499.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,881 | $3,903+50.7% | $4,000+47.0% | $4,647+26.5% |
| Admin fee / account holder | $81 | $176-54.2% | $3,998-98.0% | $430-81.3% |