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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,218 |
PURDY POWERS & COMPANY5 years Service code 10 · EIN 01-0463013 | Accounting | $17,600 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 46-2648231 | Accounting | $16,033 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,585 | $100,923+46.2% | $150,045-1.6% | $74,304+98.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 13.29% | 51.77%-38.5pp | 62.55%-49.3pp | 29.43%-16.1pp |
| Employer contribution / active EE | $5,035 | $3,463+45.4% | $4,693+7.3% | $2,241+124.7% |
| Participant deferral / active EE | $7,824 | $6,709+16.6% | $7,997-2.2% | $3,767+107.7% |
| Admin fee / account holder | $321 | $2,767-88.4% | $13,435-97.6% | $2,969-89.2% |