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 04-2675571 | Advisory (Plan) | $18,582 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,180 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
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 | $86,735 | $42,894+102.2% | $60,874+42.5% | $68,494+26.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.53% | -13.98%+2.5pp | 16.90%-28.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,143 | $1,978+58.9% | $2,701+16.4% | $2,596+21.1% |
| Participant deferral / active EE | $5,450 | $2,867+90.1% | $3,817+42.8% | $4,027+35.3% |
| Admin fee / account holder | $205 | $3,101-93.4% | $3,224-93.6% | $5,403-96.2% |