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 |
|---|---|---|
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $56,183 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,896 |
TOWNELEY CAPITAL MGMT INC.3 years Service code 27 · EIN 46-3728846 | Advisory (Plan) | $6,500 |
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 | $177,456 | $60,323+194.2% | $81,812+116.9% | $74,495+138.2% |
| Participation rate | 96.5% | 62.9%+33.6pp | 72.3%+24.1pp | 67.2%+29.3pp |
| Annual return | 14.55% | 16.90%-2.4pp | 773.79%-759.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $12,367 | $2,620+372.0% | $2,912+324.7% | $2,623+371.5% |
| Participant deferral / active EE | $8,144 | $3,387+140.4% | $4,319+88.6% | $4,346+87.4% |
| Admin fee / account holder | $257 | $1,486-82.7% | $7,386-96.5% | $1,942-86.8% |