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 15 · EIN 13-1624203 | Recordkeeping | $81,984 |
LPL FINANCIAL8+ years Service code 28 · EIN 04-3046611 | Investment Management | $20,000 |
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 | $135,924 | $79,124+71.8% | $60,874+123.3% | $64,808+109.7% |
| Participation rate | 94.4% | 77.7%+16.7pp | 73.1%+21.3pp | 71.5%+22.9pp |
| Annual return | -11.44% | -7.13%-4.3pp | 16.90%-28.3pp | 32.82%-44.3pp |
| Employer contribution / active EE | $4,626 | $3,050+51.7% | $2,701+71.3% | $2,506+84.6% |
| Participant deferral / active EE | $6,110 | $3,725+64.0% | $3,817+60.1% | $4,310+41.8% |
| Admin fee / account holder | $93 | $106-11.9% | $3,224-97.1% | $188-50.5% |