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 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $76,372 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 74 W BROAD ST STE 340 · BETHLEHM, PA 18018 | Investment Management | $32,758 |
WITHUMSMITH+BROWN, PC4 years Filed as: YOUNG, OAKES, BROWN & CO, PC Service code 10 · EIN 25-1589048 1210 13TH STREET · ALTOONA, PA 16601 | Accounting | $7,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,319 | $83,884+42.2% | $64,056+86.3% | $74,419+60.3% |
| Participation rate | 98.1% | 76.6%+21.5pp | 72.3%+25.8pp | 70.7%+27.4pp |
| Annual return | 14.75% | 16.57%-1.8pp | 33.69%-18.9pp | 34.38%-19.6pp |
| Employer contribution / active EE | $2,893 | $3,084-6.2% | $2,747+5.3% | $2,637+9.7% |
| Participant deferral / active EE | $3,725 | $3,692+0.9% | $3,880-4.0% | $4,528-17.7% |
| Admin fee / account holder | $453 | $196+131.0% | $3,068-85.2% | $348+30.2% |