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 99 · EIN 13-1624203 | Other Fees | $7,318 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $5,475 |
Employer contribution per participant 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 | $116,392 | $51,197+127.3% | $82,719+40.7% | $66,914+73.9% |
| Participation rate | 96.5% | 67.8%+28.7pp | 72.6%+24.0pp | 69.8%+26.7pp |
| Annual return | -9.45% | -9.64%+0.2pp | 701.18%-710.6pp | 1.58%-11.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,160 | $3,458+107.0% | $4,395+62.9% | $4,237+69.0% |
| Admin fee / account holder | $29 | $416-93.0% | $5,329-99.5% | $593-95.1% |