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 |
|---|---|---|
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $17,302 |
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,841 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,294 | $48,750+25.7% | $88,946-31.1% | $74,304-17.5% |
| Participation rate | 97.3% | 44.5%+52.8pp | 68.8%+28.4pp | 60.3%+36.9pp |
| Annual return | 12.89% | 25.91%-13.0pp | 57.82%-44.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,495 | $1,255+98.8% | $2,555-2.4% | $2,241+11.3% |
| Participant deferral / active EE | $3,918 | $2,423+61.7% | $4,581-14.5% | $3,767+4.0% |
| Admin fee / account holder | $125 | $3,756-96.7% | $8,261-98.5% | $2,969-95.8% |