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, PLLC2 years Service code 10 · EIN 33-1498605 | Accounting | $9,630 |
TIAA5+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $6,437 |
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 | $104,464 | $58,208+79.5% | $81,812+27.7% | $80,856+29.2% |
| Participation rate | 98.5% | 63.4%+35.1pp | 72.3%+26.2pp | 67.6%+30.9pp |
| Annual return | 11.49% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,748 | $3,281+258.1% | $4,319+172.0% | $4,296+173.5% |
| Admin fee / account holder | $126 | $4,981-97.5% | $7,386-98.3% | $6,918-98.2% |