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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $226,015 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $99,303 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 16 · EIN 04-2647786 | Consulting | $51,752 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO AND COMPANY, CPAS, P.C. Service code 10 · EIN 16-1016457 | Accounting | $16,625 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 10 · EIN 04-2530412 | Accounting | $8,012 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,975 | $113,293+87.1% | $67,502+214.0% | $199,593+6.2% |
| Participation rate | 96.2% | 73.3%+22.8pp | 72.9%+23.3pp | 72.0%+24.2pp |
| Annual return | 12.30% | 15.88%-3.6pp | 3512.12%-3499.8pp | 34.25%-22.0pp |
| Employer contribution / active EE | $7,331 | $3,401+115.6% | $2,731+168.4% | $3,034+141.6% |
| Participant deferral / active EE | $7,236 | $4,159+74.0% | $4,000+80.9% | $5,087+42.2% |
| Admin fee / account holder | $195 | $103+90.1% | $3,998-95.1% | $269-27.5% |