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 |
|---|---|---|
TIAA8 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $25,347 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $14,100 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,891 | $54,705+280.0% | $71,209+191.9% | $84,808+145.1% |
| Participation rate | 89.7% | 64.1%+25.7pp | 73.8%+16.0pp | 68.3%+21.4pp |
| Annual return | 14.54% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $11,391 | $2,158+427.9% | $2,721+318.6% | $2,631+333.0% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $388 | $4,863-92.0% | $5,349-92.7% | $7,344-94.7% |