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 |
|---|---|---|
TIAA6 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $10,271 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $8,800 |
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 | $84,563 | $57,281+47.6% | $86,612-2.4% | $75,163+12.5% |
| Participation rate | 70.7% | 63.2%+7.5pp | 71.7%-1.0pp | 67.2%+3.5pp |
| Annual return | 15.79% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,885 | $3,318+47.3% | $4,438+10.1% | $4,125+18.4% |
| Admin fee / account holder | $184 | $4,112-95.5% | $5,614-96.7% | $5,651-96.7% |