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 7-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 |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $81,029 |
RBC WEALTH MANAGEMENT7+ years Service code 27 · EIN 41-1416330 2800 QUARRY LAKE DR STE 260 · BALTIMORE, MD 212093751 | Advisory (Plan) | $19,310 |
Service code 10 · EIN 81-4643077 20 WIGHT AVE SUITE 200 · HUNT VALLEY, MD 21030 | Accounting | $7,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,597 | $96,018+24.6% | $65,493+82.6% | $85,563+39.8% |
| Participation rate | 96.1% | 74.8%+21.3pp | 73.1%+23.0pp | 66.0%+30.2pp |
| Annual return | 16.86% | 14.51%+2.4pp | 982.45%-965.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $4,068 | $3,235+25.7% | $2,574+58.0% | $2,654+53.3% |
| Participant deferral / active EE | $4,775 | $4,055+17.8% | $3,961+20.6% | $4,375+9.1% |
| Admin fee / account holder | $170 | $271-37.1% | $5,028-96.6% | $834-79.6% |