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 |
|---|---|---|
ARONSON LLC1 year Filed as: ARONSON Service code 10 · EIN 37-1611326 111 ROCKVILLE PIKE, SUITE 600 · ROCKVILLE, MD 20850 | Accounting | $14,000 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY, #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,752 |
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $857 |
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 | $83,726 | $60,124+39.3% | $90,404-7.4% | $79,858+4.8% |
| Participation rate | 95.6% | 65.0%+30.6pp | 72.7%+22.9pp | 69.6%+26.0pp |
| Annual return | 12.82% | 71.94%-59.1pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,175 | $2,068+5.2% | $3,262-33.3% | $2,471-12.0% |
| Participant deferral / active EE | $5,114 | $2,938+74.0% | $3,963+29.0% | $3,740+36.7% |
| Admin fee / account holder | $96 | $3,976-97.6% | $5,611-98.3% | $5,306-98.2% |