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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $42,678 |
LUCIA SECURITIES2 years Service code 28 · EIN 27-1742056 | Investment Management | $15,092 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,596 | $60,795-6.9% | $69,455-18.5% | $65,185-13.2% |
| Participation rate | 87.3% | 74.9%+12.5pp | 74.6%+12.7pp | 70.2%+17.1pp |
| Annual return | 20.45% | 17.46%+3.0pp | 28.97%-8.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,083 | $2,452-15.1% | $2,779-25.1% | $2,177-4.3% |
| Participant deferral / active EE | $5,092 | $3,162+61.1% | $3,535+44.0% | $3,514+44.9% |
| Admin fee / account holder | $298 | $314-5.1% | $3,839-92.2% | $847-64.8% |