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 |
|---|---|---|
Filed as: KAHN, LITWIN, RENZA & CO. Service code 10 · EIN 05-0409384 | Accounting | $15,214 |
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
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 | $127,890 | $67,984+88.1% | $65,493+95.3% | $74,304+72.1% |
| Participation rate | 91.7% | 66.3%+25.3pp | 73.1%+18.6pp | 60.3%+31.3pp |
| Annual return | 13.66% | 19.87%-6.2pp | 982.45%-968.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $3,072 | $2,491+23.3% | $2,574+19.3% | $2,241+37.1% |
| Participant deferral / active EE | $5,790 | $3,346+73.0% | $3,961+46.2% | $3,767+53.7% |
| Admin fee / account holder | $50 | $1,373-96.3% | $5,028-99.0% | $2,969-98.3% |