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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $91,838 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 74 W BROAD ST STE 340 · BETHLEHM, PA 18018 | Investment Management | $37,246 |
WITHUMSMITH+BROWN, PC5 years Filed as: YOUNG, OAKES, BROWN & CO, PC Service code 10 · EIN 25-1589048 1210 13TH STREET · ALTOONA, PA 16601 | Accounting | $7,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,519 | $91,762+42.2% | $67,502+93.4% | $77,643+68.1% |
| Participation rate | 97.9% | 75.9%+22.0pp | 72.9%+25.0pp | 70.6%+27.3pp |
| Annual return | 13.02% | 14.87%-1.8pp | 3512.12%-3499.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $408 | $3,181-87.2% | $2,731-85.1% | $2,726-85.0% |
| Participant deferral / active EE | $3,650 | $3,903-6.5% | $4,000-8.7% | $4,647-21.5% |
| Admin fee / account holder | $531 | $176+201.5% | $3,998-86.7% | $430+23.3% |