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 15 · EIN 13-1624203 | Recordkeeping | $43,837 |
WITHUMSMITH+BROWN, PC8 years Filed as: WITHUMSMITHBROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $20,800 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,319 | $69,763+115.5% | $67,502+122.7% | $74,495+101.8% |
| Participation rate | 96.1% | 71.4%+24.7pp | 72.9%+23.2pp | 67.2%+28.9pp |
| Annual return | 11.27% | -40.34%+51.6pp | 3512.12%-3500.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $3,326 | $2,704+23.0% | $2,731+21.8% | $2,623+26.8% |
| Participant deferral / active EE | $4,105 | $3,636+12.9% | $4,000+2.6% | $4,346-5.5% |
| Admin fee / account holder | $121 | $896-86.5% | $3,998-97.0% | $1,942-93.8% |