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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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $80,660 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 931011665 | Other Fees | $55,907 |
RSM US LLP1 year Service code 10 331 W 3RD ST STE 200 · DAVENPORT, IA 528011212 | Accounting | $14,282 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 14 7425 HOLLISTER ST · HOUSTON, TN 770405325 | Plan Administrator | $6,552 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,741 | $52,670+55.2% | $90,404-9.6% | $73,409+11.3% |
| Participation rate | 99.3% | 67.7%+31.6pp | 72.7%+26.6pp | 72.2%+27.1pp |
| Annual return | 11.12% | 20.70%-9.6pp | 1293.02%-1281.9pp | 59.29%-48.2pp |
| Employer contribution / active EE | $4,636 | $1,872+147.7% | $3,262+42.1% | $2,234+107.6% |
| Participant deferral / active EE | $2,594 | $2,807-7.6% | $3,963-34.5% | $3,805-31.8% |
| Admin fee / account holder | $125 | $117+7.2% | $5,611-97.8% | $158-20.7% |