See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $59,942 |
MILLENNIUM INVESTMENT & RETIREMENT10+ years Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $57,320 |
Filed as: HUB INVESTMENT PARTNERS Service code 26 · EIN 54-2020086 | Advisory (Participants) | $56,665 |
TRG ADVISORS, INC.7 years Filed as: TRG FIDUCIARY SERVICES, LLC Service code 27 · EIN 82-3095168 | Advisory (Plan) | $43,281 |
TRG ADVISORS, INC.10+ years Service code 27 · EIN 82-3871756 | Advisory (Plan) | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,859 | $96,018-20.0% | $65,493+17.4% | $85,563-10.2% |
| Participation rate | 94.7% | 74.8%+19.9pp | 73.1%+21.6pp | 66.0%+28.8pp |
| Annual return | 11.31% | 14.51%-3.2pp | 982.45%-971.1pp | 31.51%-20.2pp |
| Employer contribution / active EE | $1,314 | $3,235-59.4% | $2,574-48.9% | $2,654-50.5% |
| Participant deferral / active EE | $3,458 | $4,055-14.7% | $3,961-12.7% | $4,375-21.0% |
| Admin fee / account holder | $346 | $271+27.9% | $5,028-93.1% | $834-58.5% |