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 | $48,795+91.3% | $65,493+42.5% | $84,808+10.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 9.00% | 20.20%-11.2pp | 982.45%-973.4pp | 40.90%-31.9pp |
| Employer contribution / active EE | $2,292 | $1,930+18.8% | $2,574-11.0% | $2,631-12.9% |
| Participant deferral / active EE | $3,551 | $2,928+21.3% | $3,961-10.3% | $4,212-15.7% |
| Admin fee / account holder | $437 | $3,877-88.7% | $5,028-91.3% | $7,344-94.0% |