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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 |
|---|---|---|
ALMA COLLEGE1+ years Service code 35 · EIN 38-1359083 614 W SUPERIOR ST · ALMA, MI 488011504 | Employee (plan sponsor) | $36,667 |
BKD, LLP1+ years Filed as: BKD LLP Service code 27 · EIN 44-0160260 200 E MAIN STREET · FORT WAYNE, IN 468021900 | Advisory (Plan) | $13,000 |
TIAA1+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $933 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,167 | $95,542+12.2% | $69,455+54.3% | $67,579+58.6% |
| Participation rate | 97.6% | 79.4%+18.3pp | 74.6%+23.0pp | 71.3%+26.4pp |
| Annual return | 1.76% | 17.67%-15.9pp | 28.97%-27.2pp | 378.56%-376.8pp |
| Employer contribution / active EE | $132 | $2,989-95.6% | $2,779-95.2% | $2,148-93.8% |
| Participant deferral / active EE | $179 | $3,263-94.5% | $3,535-94.9% | $3,539-94.9% |
| Admin fee / account holder | $45 | $90-50.2% | $3,839-98.8% | $142-68.5% |