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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $22,152 |
PURDY POWERS & COMPANY2 years Service code 10 · EIN 01-0463013 130 MIDDLE STREET · PORTLAND, ME 041017104 | Accounting | $13,500 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 46-2648231 PO BOX 7398 · MADISON, WI 53707 | Accounting | $12,195 |
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 | $102,318 | $82,664+23.8% | $125,339-18.4% | $68,494+49.4% |
| Participation rate | 98.9% | 75.0%+23.9pp | 82.4%+16.6pp | 67.9%+31.1pp |
| Annual return | -12.80% | -5.97%-6.8pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,370 | $3,381+29.2% | $4,814-9.2% | $2,596+68.3% |
| Participant deferral / active EE | $7,368 | $6,110+20.6% | $7,446-1.1% | $4,027+82.9% |
| Admin fee / account holder | $212 | $6,275-96.6% | $10,010-97.9% | $5,403-96.1% |