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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,373 |
LUCIA SECURITIES3 years Service code 28 · EIN 27-1742056 | Investment Management | $17,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,903 | $65,322-0.6% | $70,449-7.9% | $73,488-11.7% |
| Participation rate | 93.3% | 77.0%+16.3pp | 75.1%+18.2pp | 70.7%+22.6pp |
| Annual return | 16.19% | 15.71%+0.5pp | 109.03%-92.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,231 | $2,460-9.3% | $2,737-18.5% | $2,270-1.7% |
| Participant deferral / active EE | $5,736 | $3,375+70.0% | $3,709+54.7% | $3,740+53.4% |
| Admin fee / account holder | $315 | $214+47.2% | $3,845-91.8% | $513-38.6% |