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 |
|---|---|---|
MARQUETTE ASSOCIATES2 years Service code 28 · EIN 36-3485298 | Investment Management | $15,000 |
BKD, LLP2 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $11,100 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $623 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,739 | $65,322+241.0% | $70,449+216.2% | $73,488+203.1% |
| Participation rate | 99.2% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.5pp |
| Annual return | 11.12% | 15.71%-4.6pp | 109.03%-97.9pp | 28.51%-17.4pp |
| Employer contribution / active EE | $4,766 | $2,460+93.7% | $2,737+74.1% | $2,270+109.9% |
| Participant deferral / active EE | $4,944 | $3,375+46.5% | $3,709+33.3% | $3,740+32.2% |
| Admin fee / account holder | $66 | $214-69.2% | $3,845-98.3% | $513-87.1% |