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 8-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 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $15,251 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $12,114 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,290 | $48,795+50.2% | $65,493+11.9% | $84,808-13.6% |
| Participation rate | 96.6% | 67.0%+29.6pp | 73.1%+23.5pp | 68.3%+28.3pp |
| Annual return | 15.62% | 20.20%-4.6pp | 982.45%-966.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,761 | $1,930+43.1% | $2,574+7.3% | $2,631+4.9% |
| Participant deferral / active EE | $5,194 | $2,928+77.4% | $3,961+31.1% | $4,212+23.3% |
| Admin fee / account holder | $158 | $3,877-95.9% | $5,028-96.9% | $7,344-97.8% |