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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $67,564 |
CORNERSTONE ADVISORS ASSET MGMT9+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $34,365 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $17,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,152 | $83,884+39.7% | $64,056+82.9% | $74,419+57.4% |
| Participation rate | 97.3% | 76.6%+20.7pp | 72.3%+25.0pp | 70.7%+26.6pp |
| Annual return | 14.24% | 16.57%-2.3pp | 33.69%-19.4pp | 34.38%-20.1pp |
| Employer contribution / active EE | $4,469 | $3,084+44.9% | $2,747+62.7% | $2,637+69.5% |
| Participant deferral / active EE | $3,769 | $3,692+2.1% | $3,880-2.9% | $4,528-16.8% |
| Admin fee / account holder | $115 | $196-41.5% | $3,068-96.3% | $348-67.0% |