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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $77,134 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 74 W BROAD ST STE 340 · BETHLEHM, PA 18018 | Investment Management | $43,072 |
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 | $138,045 | $96,018+43.8% | $65,493+110.8% | $85,563+61.3% |
| Participation rate | 97.6% | 74.8%+22.8pp | 73.1%+24.5pp | 66.0%+31.6pp |
| Annual return | 13.84% | 14.51%-0.7pp | 982.45%-968.6pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,507 | $3,235-53.4% | $2,574-41.5% | $2,654-43.2% |
| Participant deferral / active EE | $3,730 | $4,055-8.0% | $3,961-5.8% | $4,375-14.7% |
| Admin fee / account holder | $628 | $271+132.0% | $5,028-87.5% | $834-24.7% |