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 |
|---|---|---|
TONNESON & COMPANY, PC1 year Service code 10 · EIN 04-2943536 401 EDGEWATER PLACE, SUITE 300 · WAKEFILED, MA 018806208 | Accounting | $15,000 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NC 10017 | Recordkeeping Fees | $2,982 |
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 | $138,412 | $54,762+152.8% | $90,281+53.3% | $72,985+89.6% |
| Participation rate | 95.1% | 65.1%+30.0pp | 73.3%+21.9pp | 69.5%+25.6pp |
| Annual return | 18.48% | 30.63%-12.2pp | 78.10%-59.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $6,190 | $2,092+195.8% | $2,854+116.9% | $2,440+153.7% |
| Participant deferral / active EE | $4,839 | $2,887+67.6% | $3,885+24.6% | $3,607+34.1% |
| Admin fee / account holder | $126 | $3,972-96.8% | $5,351-97.6% | $5,124-97.5% |