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 |
|---|---|---|
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $19,950 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,193 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $11,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,490 | $65,557+111.3% | $64,056+116.2% | $71,457+93.8% |
| Participation rate | 92.0% | 73.2%+18.9pp | 72.3%+19.7pp | 67.9%+24.1pp |
| Annual return | 15.15% | 18.94%-3.8pp | 33.69%-18.5pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,535 | $2,669+32.5% | $2,747+28.7% | $2,588+36.6% |
| Participant deferral / active EE | $4,887 | $3,626+34.8% | $3,880+26.0% | $4,289+13.9% |
| Admin fee / account holder | $194 | $616-68.5% | $3,068-93.7% | $1,587-87.8% |