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 |
|---|---|---|
TIAA7 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $15,834 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $9,800 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,684 | $58,208+78.1% | $81,812+26.7% | $80,856+28.2% |
| Participation rate | 68.4% | 63.4%+5.0pp | 72.3%-3.9pp | 67.6%+0.8pp |
| Annual return | 22.36% | 41.66%-19.3pp | 773.79%-751.4pp | 35.59%-13.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,112 | $3,281+55.8% | $4,319+18.4% | $4,296+19.0% |
| Admin fee / account holder | $257 | $4,981-94.9% | $7,386-96.5% | $6,918-96.3% |