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 |
|---|---|---|
MAGGART & ASSOCIATES1 year Service code 15 1201 DEMONBREUN ST. SUITE 1220 · NASHVILLE, TN 37203 | Recordkeeping | $5,892 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $335 |
TIAA8+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $0 |
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 | $29,644 | $65,557-54.8% | $64,056-53.7% | $71,457-58.5% |
| Participation rate | 98.5% | 73.2%+25.3pp | 72.3%+26.2pp | 67.9%+30.6pp |
| Annual return | 6.65% | 18.94%-12.3pp | 33.69%-27.0pp | 28.85%-22.2pp |
| Employer contribution / active EE | $3,086 | $2,669+15.6% | $2,747+12.3% | $2,588+19.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $382 | $616-38.0% | $3,068-87.6% | $1,587-76.0% |