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 |
|---|---|---|
HEFREN-TILLOTSON, INC.1 year Filed as: HEFREN-TILLOTSON Service code 27 · EIN 25-1121408 | Advisory (Plan) | $29,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,310 | $101,317-1.0% | $146,958-31.7% | $74,495+34.7% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.2%-3.5pp | 67.2%+11.4pp |
| Annual return | 13.27% | 8730.91%-8717.6pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,881 | $3,810-24.4% | $4,933-41.6% | $2,623+9.8% |
| Participant deferral / active EE | $5,240 | $7,303-28.3% | $8,070-35.1% | $4,346+20.6% |
| Admin fee / account holder | $138 | $1,739-92.1% | $12,998-98.9% | $1,942-92.9% |