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 |
|---|---|---|
BST & CO. CPA'S LLP1 year Service code 10 · EIN 14-1442607 26 COMPUTER DR W · ALBANY, NY 12205 | Accounting | $8,692 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $8,365 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,115 | $49,227+83.1% | $70,449+27.9% | $79,858+12.8% |
| Participation rate | 92.2% | 69.2%+23.0pp | 75.1%+17.1pp | 69.6%+22.6pp |
| Annual return | 11.24% | 30.06%-18.8pp | 109.03%-97.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $3,352 | $2,099+59.7% | $2,737+22.5% | $2,471+35.7% |
| Participant deferral / active EE | $4,370 | $2,768+57.9% | $3,709+17.8% | $3,740+16.8% |
| Admin fee / account holder | $62 | $2,878-97.8% | $3,845-98.4% | $5,306-98.8% |