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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,070 |
PURDY POWERS & COMPANY4 years Service code 10 · EIN 01-0463013 | Accounting | $16,300 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 46-2648231 | Accounting | $14,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,219 | $101,317+28.5% | $146,958-11.4% | $74,495+74.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.63% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $5,000 | $3,810+31.2% | $4,933+1.4% | $2,623+90.6% |
| Participant deferral / active EE | $7,743 | $7,303+6.0% | $8,070-4.1% | $4,346+78.2% |
| Admin fee / account holder | $292 | $1,739-83.2% | $12,998-97.8% | $1,942-85.0% |