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 | $81,671 |
CORNERSTONE ADVISORS ASSET MGMT10+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT. Service code 17 · EIN 75-3204798 | Pension Consulting | $28,344 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $6,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,094 | $91,762+37.4% | $67,502+86.8% | $77,643+62.4% |
| Participation rate | 94.0% | 75.9%+18.1pp | 72.9%+21.2pp | 70.6%+23.5pp |
| Annual return | 13.60% | 14.87%-1.3pp | 3512.12%-3498.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $3,246 | $3,181+2.1% | $2,731+18.9% | $2,726+19.1% |
| Participant deferral / active EE | $4,007 | $3,903+2.7% | $4,000+0.2% | $4,647-13.8% |
| Admin fee / account holder | $109 | $176-37.8% | $3,998-97.3% | $430-74.6% |