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 6-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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $7,075 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,202 |
TIAA4+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $4,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,203 | $57,281+74.9% | $86,612+15.7% | $75,163+33.3% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 18.93% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,837 | $3,318+256.8% | $4,438+166.7% | $4,125+186.9% |
| Admin fee / account holder | $113 | $4,112-97.3% | $5,614-98.0% | $5,651-98.0% |