See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP5 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 87-1363769 PO BOX 360635 · PITTSBURGH, PA 152516600 | Accounting | $14,444 |
TIAA11+ years Service code 37 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Loan Processing | $775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,460 | $67,984+115.4% | $65,493+123.6% | $74,304+97.1% |
| Participation rate | 79.0% | 66.3%+12.7pp | 73.1%+5.9pp | 60.3%+18.7pp |
| Annual return | 13.48% | 19.87%-6.4pp | 982.45%-969.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,499 | $3,346-25.3% | $3,961-36.9% | $3,767-33.7% |
| Admin fee / account holder | $44 | $1,373-96.8% | $5,028-99.1% | $2,969-98.5% |