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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,953 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $13,000 |
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 | $147,121 | $69,763+110.9% | $67,502+117.9% | $74,495+97.5% |
| Participation rate | 91.5% | 71.4%+20.2pp | 72.9%+18.7pp | 67.2%+24.3pp |
| Annual return | 12.26% | -40.34%+52.6pp | 3512.12%-3499.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,357 | $2,704+24.1% | $2,731+22.9% | $2,623+28.0% |
| Participant deferral / active EE | $4,734 | $3,636+30.2% | $4,000+18.4% | $4,346+8.9% |
| Admin fee / account holder | $190 | $896-78.8% | $3,998-95.2% | $1,942-90.2% |