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 |
|---|---|---|
TIAA3 years Service code 14 · EIN 13-1624203 | Plan Administrator | $154 |
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 | $38,994 | $65,557-40.5% | $64,056-39.1% | $71,457-45.4% |
| Participation rate | 87.1% | 73.2%+14.0pp | 72.3%+14.8pp | 67.9%+19.2pp |
| Annual return | 15.18% | 18.94%-3.8pp | 33.69%-18.5pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,208 | $3,626-39.1% | $3,880-43.1% | $4,289-48.5% |
| Admin fee / account holder | $0 | $616-99.9% | $3,068-100.0% | $1,587-100.0% |