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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $87,409 |
LPL FINANCIAL9+ years Service code 28 · EIN 04-3046611 | Investment Management | $20,000 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $18,900 |
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 | $158,485 | $83,884+88.9% | $64,056+147.4% | $74,419+113.0% |
| Participation rate | 78.8% | 76.6%+2.1pp | 72.3%+6.4pp | 70.7%+8.0pp |
| Annual return | 14.41% | 16.57%-2.2pp | 33.69%-19.3pp | 34.38%-20.0pp |
| Employer contribution / active EE | $4,640 | $3,084+50.5% | $2,747+69.0% | $2,637+75.9% |
| Participant deferral / active EE | $5,856 | $3,692+58.6% | $3,880+50.9% | $4,528+29.3% |
| Admin fee / account holder | $138 | $196-29.7% | $3,068-95.5% | $348-60.4% |