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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,026 |
CAMMACK LARHETTE ADVISORS6+ years Service code 17 · EIN 20-4688732 | Pension Consulting | $15,992 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Direct payment from the plan; Recordk... | $3,090 |
Filed as: FIDELITY Service code 12 · EIN 04-2647786 | Direct payment from the plan; Claims ... | $475 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,814 | $100,801+30.8% | $149,696-11.9% | $73,409+79.6% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 12.59% | 265.34%-252.7pp | 276.60%-264.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $7,500 | $3,312+126.5% | $4,644+61.5% | $2,234+235.8% |
| Participant deferral / active EE | $5,259 | $6,404-17.9% | $6,842-23.1% | $3,805+38.2% |
| Admin fee / account holder | $83 | $181-54.0% | $9,309-99.1% | $158-47.3% |