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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $93,983 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 74 W BROAD ST STE 340 · BETHLEHM, PA 18018 | Investment Management | $34,582 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $121,349 | $94,833+28.0% | $75,696+60.3% | $86,799+39.8% |
| Participation rate | 98.0% | 79.1%+18.9pp | 74.8%+23.1pp | 72.3%+25.7pp |
| Annual return | 12.25% | 16.91%-4.7pp | 104.53%-92.3pp | 97.91%-85.7pp |
| Employer contribution / active EE | $3,282 | $2,904+13.0% | $2,743+19.7% | $2,405+36.4% |
| Participant deferral / active EE | $3,666 | $3,632+0.9% | $3,821-4.1% | $4,131-11.3% |
| Admin fee / account holder | $624 | $109+474.4% | $3,619-82.8% | $170+268.0% |