See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,362 |
PURDY POWERS & COMPANY3 years Service code 10 · EIN 01-0463013 | Accounting | $14,075 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 46-2648231 | Accounting | $12,494 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,140 |
Annual investment return 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 | $112,104 | $91,407+22.6% | $135,903-17.5% | $71,457+56.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 14.62% | 29.90%-15.3pp | 68.23%-53.6pp | 28.85%-14.2pp |
| Employer contribution / active EE | $4,515 | $3,703+21.9% | $4,856-7.0% | $2,588+74.5% |
| Participant deferral / active EE | $7,688 | $7,092+8.4% | $7,758-0.9% | $4,289+79.3% |
| Admin fee / account holder | $228 | $1,266-82.0% | $10,762-97.9% | $1,587-85.6% |