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 |
|---|---|---|
TIMESCALE FINANCIAL INC1 year Filed as: TIMESCALE FINANCIAL, INC. Service code 16 · EIN 47-3835496 | Consulting | $38,000 |
TIAA7+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $7,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,902 | $98,780+55.8% | $60,874+152.8% | $77,904+97.6% |
| Participation rate | 66.7% | 76.7%-10.0pp | 73.1%-6.4pp | 73.7%-7.0pp |
| Annual return | -14.03% | -11.56%-2.5pp | 16.90%-30.9pp | 12.21%-26.2pp |
| Employer contribution / active EE | $2,125 | $3,605-41.1% | $2,701-21.3% | $2,848-25.4% |
| Participant deferral / active EE | $5,564 | $4,200+32.5% | $3,817+45.8% | $4,806+15.8% |
| Admin fee / account holder | $27 | $89-69.8% | $3,224-99.2% | $133-79.8% |