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 3-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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $290,724 |
PLANPILOT, LLC2 years Filed as: PLAN PILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $203,800 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $148,279 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $70,630 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY & NOVOTNY, LLC Service code 27 · EIN 34-0677006 1111 SUPERIOR AVE · CLEVELAND, OH 441142540 | Advisory (Plan) | $13,200 |
Service code 29 · EIN 20-5657685 811 ROSLYN TER · EVANSTON, IL 602011723 | Legal | $9,181 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,358 | $113,293-2.6% | $67,502+63.5% | $199,593-44.7% |
| Participation rate | 95.7% | 73.3%+22.3pp | 72.9%+22.8pp | 72.0%+23.7pp |
| Annual return | 21.39% | 15.88%+5.5pp | 3512.12%-3490.7pp | 34.25%-12.9pp |
| Employer contribution / active EE | $1,881 | $3,401-44.7% | $2,731-31.1% | $3,034-38.0% |
| Participant deferral / active EE | $3,755 | $4,159-9.7% | $4,000-6.1% | $5,087-26.2% |
| Admin fee / account holder | $367 | $103+257.7% | $3,998-90.8% | $269+36.4% |