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 |
|---|---|---|
TIAA7 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $23,727 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $13,500 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,815 |
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 | $176,977 | $58,208+204.0% | $81,812+116.3% | $80,856+118.9% |
| Participation rate | 95.1% | 63.4%+31.7pp | 72.3%+22.8pp | 67.6%+27.5pp |
| Annual return | 12.30% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $11,698 | $2,340+399.9% | $2,912+301.7% | $2,755+324.6% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $355 | $4,981-92.9% | $7,386-95.2% | $6,918-94.9% |