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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $6,796 |
TIAA3+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $6,372 |
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 | $72,289 | $57,976+24.7% | $62,995+14.8% | $62,292+16.0% |
| Participation rate | 91.0% | 75.9%+15.0pp | 74.8%+16.2pp | 69.5%+21.5pp |
| Annual return | 14.08% | 17.54%-3.5pp | 87.57%-73.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,965 | $2,956+34.1% | $3,329+19.1% | $3,169+25.1% |
| Admin fee / account holder | $33 | $276-88.0% | $3,600-99.1% | $479-93.1% |