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 |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 27 · EIN 58-2608124 | Advisory (Plan) | $22,333 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,588 |
DRAFFIN & TUCKER LLP2 years Filed as: DRAFFIN & TUCKER, LLP Service code 10 · EIN 58-0914992 | Accounting | $12,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,347 | $47,479+96.6% | $62,929+48.3% | $82,448+13.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.00% | 20.34%-11.3pp | 1063.93%-1054.9pp | 41.64%-32.6pp |
| Employer contribution / active EE | $2,292 | $1,885+21.6% | $2,505-8.5% | $2,551-10.1% |
| Participant deferral / active EE | $3,551 | $2,870+23.7% | $3,888-8.7% | $4,139-14.2% |
| Admin fee / account holder | $437 | $3,804-88.5% | $5,065-91.4% | $7,234-94.0% |