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 |
|---|---|---|
TYLER ASSOCIATES INC3+ years Service code 15 · EIN 04-2703421 | Recordkeeping | $0 |
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 | $62,165 | $63,299-1.8% | $91,001-31.7% | $62,292-0.2% |
| Participation rate | 85.2% | 73.3%+11.9pp | 75.6%+9.6pp | 69.5%+15.7pp |
| Annual return | 17.41% | 20.99%-3.6pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,842 | $1,807+1.9% | $2,456-25.0% | $2,042-9.8% |
| Participant deferral / active EE | $3,223 | $2,943+9.5% | $3,547-9.1% | $3,169+1.7% |
| Admin fee / account holder | $200 | $468-57.2% | $5,417-96.3% | $479-58.3% |