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 | $8,453 |
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 | $99,267 | $65,557+51.4% | $64,056+55.0% | $71,457+38.9% |
| Participation rate | 59.0% | 73.2%-14.2pp | 72.3%-13.3pp | 67.9%-9.0pp |
| Annual return | 16.31% | 18.94%-2.6pp | 33.69%-17.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,076 | $2,669-22.2% | $2,747-24.4% | $2,588-19.8% |
| Participant deferral / active EE | $4,021 | $3,626+10.9% | $3,880+3.6% | $4,289-6.2% |
| Admin fee / account holder | $66 | $616-89.3% | $3,068-97.8% | $1,587-95.8% |