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 |
|---|---|---|
Filed as: HENDERSON BROS. RET PLAN SERV. Service code 22 · EIN 20-4683855 | Insurance Broker | $32,913 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,991 | $69,763+56.2% | $67,502+61.5% | $74,495+46.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.42% | -40.34%+52.8pp | 3512.12%-3499.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,030 | $2,704+12.1% | $2,731+11.0% | $2,623+15.5% |
| Participant deferral / active EE | $3,862 | $3,636+6.2% | $4,000-3.5% | $4,346-11.1% |
| Admin fee / account holder | $67 | $896-92.5% | $3,998-98.3% | $1,942-96.5% |