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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $19,508 |
WELL AND GOOD LLC4 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $10,800 |
PASQUESI SHEPPARD LLC4 years Service code 10 · EIN 36-4049282 585 N BANK LN · LAKE FOREST, IL 600455307 | Accounting | $9,000 |
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 | $93,480 | $79,124+18.1% | $60,874+53.6% | $64,808+44.2% |
| Participation rate | 97.8% | 77.7%+20.1pp | 73.1%+24.7pp | 71.5%+26.3pp |
| Annual return | -11.15% | -7.13%-4.0pp | 16.90%-28.0pp | 32.82%-44.0pp |
| Employer contribution / active EE | $2,872 | $3,050-5.8% | $2,701+6.3% | $2,506+14.6% |
| Participant deferral / active EE | $4,326 | $3,725+16.1% | $3,817+13.3% | $4,310+0.4% |
| Admin fee / account holder | $49 | $106-53.4% | $3,224-98.5% | $188-73.8% |