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 |
|---|---|---|
TIAA3 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $7,974 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $7,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,430 | $60,124+15.5% | $90,404-23.2% | $79,858-13.1% |
| Participation rate | 91.5% | 65.0%+26.5pp | 72.7%+18.8pp | 69.6%+21.9pp |
| Annual return | 13.99% | 71.94%-58.0pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,763 | $2,938+130.2% | $3,963+70.7% | $3,740+80.8% |
| Admin fee / account holder | $145 | $3,976-96.3% | $5,611-97.4% | $5,306-97.3% |