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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $60,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,029 | $50,815+75.2% | $155,509-42.7% | $77,643+14.7% |
| Participation rate | 61.0% | 63.1%-2.1pp | 78.2%-17.2pp | 70.6%-9.6pp |
| Annual return | 11.37% | 34.80%-23.4pp | 64.67%-53.3pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,357 | $1,993-31.9% | $4,672-71.0% | $2,726-50.2% |
| Participant deferral / active EE | $3,872 | $2,822+37.2% | $5,626-31.2% | $4,647-16.7% |
| Admin fee / account holder | $109 | $437-75.0% | $15,912-99.3% | $430-74.6% |