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 |
|---|---|---|
KREISCHER MILLER1 year Filed as: J.L. KREISCHER, PC ET AL PTRS Service code 27 · EIN 23-1980475 | Advisory (Plan) | $18,575 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $200,034 | $58,208+243.7% | $81,812+144.5% | $80,856+147.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.68% | 41.66%-31.0pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,666 | $2,340+99.4% | $2,912+60.2% | $2,755+69.4% |
| Participant deferral / active EE | $8,780 | $3,281+167.6% | $4,319+103.3% | $4,296+104.4% |
| Admin fee / account holder | $632 | $4,981-87.3% | $7,386-91.4% | $6,918-90.9% |