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 |
|---|---|---|
HENDERSON BROS. FINANCIAL PRTN1 year Service code 49 · EIN 99-4573857 | Other Services | $28,647 |
TIAA6 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,298 | $64,705-37.7% | $62,929-36.0% | $67,986-40.7% |
| Participation rate | 92.7% | 65.6%+27.1pp | 73.1%+19.6pp | 57.2%+35.5pp |
| Annual return | 12.59% | 20.31%-7.7pp | 1063.93%-1051.3pp | 31.67%-19.1pp |
| Employer contribution / active EE | $1,646 | $2,376-30.7% | $2,505-34.3% | $2,019-18.5% |
| Participant deferral / active EE | $1,018 | $3,198-68.2% | $3,888-73.8% | $3,358-69.7% |
| Admin fee / account holder | $43 | $1,428-97.0% | $5,065-99.1% | $3,203-98.6% |