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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $120,720 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,000 |
RSM US LLP9 years Service code 10 · EIN 42-0714325 | Accounting | $15,199 |
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 | $176,461 | $91,762+92.3% | $67,502+161.4% | $77,643+127.3% |
| Participation rate | 94.0% | 75.9%+18.1pp | 72.9%+21.1pp | 70.6%+23.4pp |
| Annual return | 12.17% | 14.87%-2.7pp | 3512.12%-3500.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $5,693 | $3,181+79.0% | $2,731+108.5% | $2,726+108.9% |
| Participant deferral / active EE | $7,635 | $3,903+95.6% | $4,000+90.9% | $4,647+64.3% |
| Admin fee / account holder | $177 | $176+0.8% | $3,998-95.6% | $430-58.8% |