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 |
|---|---|---|
Service code 27 · EIN 84-4826355 265 FRANKLIN STREET · BOSTON, MA 021103183 | Advisory (Plan) | $19,950 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $13,693 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 1 LIBRARY LN · KINGSTON, NH 038484404 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,155 | $60,989+93.7% | $60,874+94.1% | $66,914+76.6% |
| Participation rate | 91.2% | 74.5%+16.8pp | 73.1%+18.1pp | 69.8%+21.4pp |
| Annual return | -12.17% | -9.60%-2.6pp | 16.90%-29.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $3,325 | $2,661+25.0% | $2,701+23.1% | $2,544+30.7% |
| Participant deferral / active EE | $4,843 | $3,615+34.0% | $3,817+26.9% | $4,237+14.3% |
| Admin fee / account holder | $183 | $338-45.8% | $3,224-94.3% | $593-69.1% |