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 |
|---|---|---|
MERCER2 years Filed as: CORPORATION OF MERCER UNIVERSITY Service code 10 · EIN 58-0566167 1501 MERCER UNIVERSITY DR · MACON, GA 31207 | Accounting | $112,000 |
TIAA1 year Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $105,250 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 28 · EIN 13-5570651 P. O. BOX 4956 · SYRACUSE, NY 13221 | Investment Management | $0 |
GUIDESTONE FINANCIAL RESOURCES3+ years Filed as: GUIDESTONE FINANCIAL SERVICES Service code 28 · EIN 75-0939949 2401 CEDAR SPRINGS ROAD · DALLAS, TX 75201 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,741 | $92,091+24.6% | $62,995+82.1% | $77,958+47.2% |
| Participation rate | 98.3% | 74.5%+23.8pp | 74.8%+23.5pp | 71.6%+26.6pp |
| Annual return | 16.16% | 16.23%-0.1pp | 87.57%-71.4pp | 20.87%-4.7pp |
| Employer contribution / active EE | $4,160 | $3,424+21.5% | $2,759+50.8% | $2,310+80.0% |
| Participant deferral / active EE | $2,585 | $3,361-23.1% | $3,329-22.3% | $3,537-26.9% |
| Admin fee / account holder | $66 | $48+37.6% | $3,600-98.2% | $97-32.3% |