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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,254 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,648 |
CORNERSTONE ADVISORS ASSET MGMT5+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $7,685 |
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 | $109,912 | $95,542+15.0% | $69,455+58.2% | $67,579+62.6% |
| Participation rate | 99.8% | 79.4%+20.4pp | 74.6%+25.2pp | 71.3%+28.5pp |
| Annual return | 17.02% | 17.67%-0.6pp | 28.97%-11.9pp | 378.56%-361.5pp |
| Employer contribution / active EE | $4,973 | $2,989+66.4% | $2,779+78.9% | $2,148+131.5% |
| Participant deferral / active EE | $3,102 | $3,263-4.9% | $3,535-12.3% | $3,539-12.4% |
| Admin fee / account holder | $76 | $90-14.9% | $3,839-98.0% | $142-46.3% |