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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 |
|---|---|---|
Service code 10 · EIN 99-4124805 | Accounting | $9,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,452 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,946 | $102,317-30.7% | $146,958-51.7% | $80,856-12.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 11.51% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,595 | $3,713-30.1% | $4,933-47.4% | $2,755-5.8% |
| Participant deferral / active EE | $2,926 | $6,644-56.0% | $8,070-63.7% | $4,296-31.9% |
| Admin fee / account holder | $121 | $7,941-98.5% | $12,998-99.1% | $6,918-98.3% |