Filed April 24, 2025
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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $121,421 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 33-1498605 | Accounting | $51,150 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,875 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $589,218 | $50,982+1055.7% | $154,803+280.6% | $85,563+588.6% |
| Participation rate | 96.9% | 59.8%+37.1pp | 78.1%+18.8pp | 66.0%+30.9pp |
| Annual return | 53.57% | 30.35%+23.2pp | 58.88%-5.3pp | 31.51%+22.1pp |
| Employer contribution / active EE | $24,014 | $1,708+1305.7% | $4,305+457.8% | $2,654+805.0% |
| Participant deferral / active EE | $25,556 | $2,474+932.9% | $5,540+361.3% | $4,375+484.1% |
| Admin fee / account holder | $136 | $846-84.0% | $14,329-99.1% | $834-83.7% |