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 |
|---|---|---|
MARQUETTE ASSOCIATES4 years Service code 28 · EIN 36-3485298 | Investment Management | $15,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $8,190 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,350 |
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 | $204,283 | $79,124+158.2% | $60,874+235.6% | $64,808+215.2% |
| Participation rate | 95.8% | 77.7%+18.0pp | 73.1%+22.6pp | 71.5%+24.3pp |
| Annual return | -10.63% | -7.13%-3.5pp | 16.90%-27.5pp | 32.82%-43.4pp |
| Employer contribution / active EE | $6,361 | $3,050+108.5% | $2,701+135.4% | $2,506+153.8% |
| Participant deferral / active EE | $4,832 | $3,725+29.7% | $3,817+26.6% | $4,310+12.1% |
| Admin fee / account holder | $60 | $106-43.6% | $3,224-98.2% | $188-68.2% |