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 |
|---|---|---|
Filed as: HENDERSON BROS. FINANCIAL PRTN Service code 49 · EIN 99-4573857 | Other Services | $28,647 |
TIAA6 years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $75 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,298 | $67,984-40.7% | $65,493-38.5% | $74,304-45.8% |
| Participation rate | 92.7% | 66.3%+26.4pp | 73.1%+19.6pp | 60.3%+32.4pp |
| Annual return | 12.59% | 19.87%-7.3pp | 982.45%-969.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,646 | $2,491-33.9% | $2,574-36.1% | $2,241-26.6% |
| Participant deferral / active EE | $1,018 | $3,346-69.6% | $3,961-74.3% | $3,767-73.0% |
| Admin fee / account holder | $43 | $1,373-96.8% | $5,028-99.1% | $2,969-98.5% |