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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $33,302 |
WISS & COMPANY, LLP1 year Filed as: WISS AND COMPANY, LLC Service code 17 · EIN 22-1732349 354 EISENHOWER PKWY · LIVINGSTON, NJ 07039 | Pension Consulting | $16,250 |
Service code 15 · EIN 56-1981693 119 CHURCH STREET, NE, SUITE 100 · BLACKSBURG, VA 24060 | Recordkeeping | $10,631 |
Filed as: BELFINT LYONS & SHUMAN Service code 10 · EIN 51-0232399 1011 CENTRE RD · WILMINGTON, DE 198051266 | Accounting | $10,000 |
Service code 17 · EIN 26-1233837 19825-B NORTH COVE RD · CORNELIUS, NC 280316445 | Pension Consulting | $5,809 |
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 | $133,621 | $79,124+68.9% | $60,874+119.5% | $64,808+106.2% |
| Participation rate | 97.1% | 77.7%+19.4pp | 73.1%+24.0pp | 71.5%+25.7pp |
| Annual return | -12.29% | -7.13%-5.2pp | 16.90%-29.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $2,260 | $3,050-25.9% | $2,701-16.3% | $2,506-9.8% |
| Participant deferral / active EE | $5,804 | $3,725+55.8% | $3,817+52.1% | $4,310+34.6% |
| Admin fee / account holder | $136 | $106+28.8% | $3,224-95.8% | $188-27.6% |