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 13 · EIN 13-1624203 | Contract Administrator | $39,921 |
PLANPILOT, LLC3 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $31,594 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $5,550 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,102 | $91,762+21.1% | $67,502+64.6% | $77,643+43.1% |
| Participation rate | 97.9% | 75.9%+22.0pp | 72.9%+25.0pp | 70.6%+27.3pp |
| Annual return | 10.81% | 14.87%-4.1pp | 3512.12%-3501.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,224 | $3,181-30.1% | $2,731-18.6% | $2,726-18.4% |
| Participant deferral / active EE | $3,853 | $3,903-1.3% | $4,000-3.7% | $4,647-17.1% |
| Admin fee / account holder | $84 | $176-52.4% | $3,998-97.9% | $430-80.5% |