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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Direct Payment | $18,198 |
TYLER SIMMS & ST. SAUVER PC4 years Filed as: TYLER SIMMS & ST SAUVEUR CPAS PC Service code 10 · EIN 02-0476956 19 MORGAN DRIVE · LEBANON, NH 03766 | Accounting | $17,752 |
WELL AND GOOD LLC5 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $7,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,264 | $74,706+129.3% | $75,696+126.3% | $79,386+115.7% |
| Participation rate | 92.4% | 75.3%+17.1pp | 74.8%+17.6pp | 70.7%+21.7pp |
| Annual return | 13.32% | 18.52%-5.2pp | 104.53%-91.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $5,910 | $2,590+128.2% | $2,743+115.5% | $2,427+143.5% |
| Participant deferral / active EE | $6,159 | $3,533+74.3% | $3,821+61.2% | $4,046+52.2% |
| Admin fee / account holder | $131 | $374-64.9% | $3,619-96.4% | $626-79.0% |