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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $97,128 |
Service code 17 · EIN 75-3204798 | Pension Consulting | $19,885 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $18,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $133,458 | $115,444+15.6% | $65,493+103.8% | $102,872+29.7% |
| Participation rate | 48.0% | 71.2%-23.2pp | 73.1%-25.1pp | 73.0%-25.1pp |
| Annual return | 15.11% | 15.94%-0.8pp | 982.45%-967.3pp | 19.06%-3.9pp |
| Employer contribution / active EE | $1,571 | $3,409-53.9% | $2,574-39.0% | $3,526-55.5% |
| Participant deferral / active EE | $1,941 | $4,118-52.9% | $3,961-51.0% | $5,535-64.9% |
| Admin fee / account holder | $123 | $123-0.1% | $5,028-97.6% | $292-57.9% |