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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $64,110 |
CORNERSTONE ADVISORS ASSET MGMT6+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $30,854 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US , LLP Service code 10 · EIN 39-0859910 | Accounting | $15,552 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,951 | $84,948+44.7% | $70,449+74.5% | $73,409+67.5% |
| Participation rate | 99.3% | 79.9%+19.4pp | 75.1%+24.3pp | 72.2%+27.2pp |
| Annual return | 12.13% | 13.39%-1.3pp | 109.03%-96.9pp | 59.29%-47.2pp |
| Employer contribution / active EE | $2,400 | $2,834-15.3% | $2,737-12.3% | $2,234+7.4% |
| Participant deferral / active EE | $3,110 | $3,387-8.2% | $3,709-16.2% | $3,805-18.3% |
| Admin fee / account holder | $116 | $98+18.4% | $3,845-97.0% | $158-26.4% |