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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $22,584 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $13,780 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 27 · EIN 45-4168388 | Advisory (Plan) | $11,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,040 | $69,763+69.2% | $67,502+74.9% | $74,495+58.5% |
| Participation rate | 97.2% | 71.4%+25.9pp | 72.9%+24.3pp | 67.2%+30.0pp |
| Annual return | 12.53% | -40.34%+52.9pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $5,205 | $2,704+92.5% | $2,731+90.6% | $2,623+98.5% |
| Participant deferral / active EE | $5,228 | $3,636+43.8% | $4,000+30.7% | $4,346+20.3% |
| Admin fee / account holder | $117 | $896-87.0% | $3,998-97.1% | $1,942-94.0% |