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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $27,134 |
Service code 15 · EIN 56-1981693 DIAMOND VIEW II · DURHAM, NC 277013683 | Recordkeeping | $19,974 |
WISS & COMPANY, LLP1 year Filed as: WISS AND COMPANY LLC Service code 10 · EIN 22-1732349 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $16,000 |
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 | $145,037 | $65,322+122.0% | $70,449+105.9% | $73,488+97.4% |
| Participation rate | 96.3% | 77.0%+19.4pp | 75.1%+21.3pp | 70.7%+25.7pp |
| Annual return | 13.59% | 15.71%-2.1pp | 109.03%-95.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,362 | $2,460-4.0% | $2,737-13.7% | $2,270+4.0% |
| Participant deferral / active EE | $5,572 | $3,375+65.1% | $3,709+50.2% | $3,740+49.0% |
| Admin fee / account holder | $113 | $214-47.4% | $3,845-97.1% | $513-78.0% |