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 |
|---|---|---|
THE WAGNER LAW GROUP1+ years Service code 29 · EIN 04-3323315 | Legal | $16,671 |
MMA SECURITIES LLC1+ years Service code 28 · EIN 22-3570392 | Investment Management | $15,000 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $6,350 |
TIAA1+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $1,500 |
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $455 |
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 | $132,458 | $68,408+93.6% | $57,179+131.7% | $57,658+129.7% |
| Participation rate | 73.9% | 79.1%-5.2pp | 75.3%-1.4pp | 70.2%+3.7pp |
| Annual return | 44.94% | 8.51%+36.4pp | 14.59%+30.4pp | 5.13%+39.8pp |
| Employer contribution / active EE | $1,531 | $2,869-46.6% | $2,682-42.9% | $1,974-22.4% |
| Participant deferral / active EE | $4,208 | $2,903+44.9% | $3,096+35.9% | $3,061+37.5% |
| Admin fee / account holder | $24 | $70-65.2% | $3,139-99.2% | $95-74.4% |