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 | $9,180 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $8,100 |
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 | $60,454 | $54,762+10.4% | $90,281-33.0% | $72,985-17.2% |
| Participation rate | 85.9% | 65.1%+20.8pp | 73.3%+12.6pp | 69.5%+16.4pp |
| Annual return | 16.94% | 30.63%-13.7pp | 78.10%-61.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,102 | $2,887+76.7% | $3,885+31.3% | $3,607+41.4% |
| Admin fee / account holder | $160 | $3,972-96.0% | $5,351-97.0% | $5,124-96.9% |