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 |
|---|---|---|
TIAA5 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $9,739 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $8,200 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,116 |
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 | $72,091 | $54,350+32.6% | $82,719-12.8% | $68,494+5.3% |
| Participation rate | 73.2% | 63.9%+9.3pp | 72.6%+0.6pp | 67.9%+5.3pp |
| Annual return | -13.51% | -13.67%+0.2pp | 701.18%-714.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,389 | $3,246+66.0% | $4,395+22.6% | $4,027+33.8% |
| Admin fee / account holder | $190 | $4,395-95.7% | $5,329-96.4% | $5,403-96.5% |