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 |
|---|---|---|
TIAA4 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $10,232 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $7,250 |
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 | $80,193 | $65,409+22.6% | $98,442-18.5% | $85,850-6.6% |
| Participation rate | 84.4% | 65.0%+19.4pp | 73.3%+11.1pp | 69.3%+15.1pp |
| Annual return | 15.15% | 21.76%-6.6pp | 1492.73%-1477.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,338 | $3,166+68.6% | $4,276+24.8% | $3,952+35.1% |
| Admin fee / account holder | $158 | $4,593-96.6% | $5,949-97.3% | $6,260-97.5% |