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 Service code 15 · EIN 13-1624203 | Recordkeeping | $45,344 |
CAPIN CROUSE LLP6 years Service code 10 · EIN 36-3990892 | Accounting | $16,200 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,154 | $91,762+16.8% | $67,502+58.7% | $77,643+38.0% |
| Participation rate | 77.5% | 75.9%+1.6pp | 72.9%+4.6pp | 70.6%+6.9pp |
| Annual return | 13.16% | 14.87%-1.7pp | 3512.12%-3499.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,894 | $3,181-9.0% | $2,731+6.0% | $2,726+6.2% |
| Participant deferral / active EE | $4,316 | $3,903+10.6% | $4,000+7.9% | $4,647-7.1% |
| Admin fee / account holder | $167 | $176-4.8% | $3,998-95.8% | $430-61.1% |