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 |
|---|---|---|
TIAA8 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $15,897 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $10,200 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,805 |
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 | $118,510 | $54,705+116.6% | $71,209+66.4% | $84,808+39.7% |
| Participation rate | 67.6% | 64.1%+3.5pp | 73.8%-6.2pp | 68.3%-0.7pp |
| Annual return | 14.54% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,980 | $3,030+97.3% | $4,175+43.2% | $4,212+42.0% |
| Admin fee / account holder | $277 | $4,863-94.3% | $5,349-94.8% | $7,344-96.2% |