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 |
|---|---|---|
TIAA2 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $17,279 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $8,600 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,096 |
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 | $118,985 | $54,762+117.3% | $90,281+31.8% | $72,985+63.0% |
| Participation rate | 94.9% | 65.1%+29.7pp | 73.3%+21.6pp | 69.5%+25.4pp |
| Annual return | 19.04% | 30.63%-11.6pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $7,484 | $2,092+257.7% | $2,854+162.2% | $2,440+206.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $236 | $3,972-94.1% | $5,351-95.6% | $5,124-95.4% |