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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,521 |
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 | $56,914 | $46,553+22.3% | $64,056-11.2% | $75,163-24.3% |
| Participation rate | 87.4% | 65.9%+21.4pp | 72.3%+15.1pp | 67.2%+20.2pp |
| Annual return | 13.90% | 26.03%-12.1pp | 33.69%-19.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,314 | $2,837+52.1% | $3,880+11.2% | $4,125+4.6% |
| Admin fee / account holder | $25 | $2,952-99.2% | $3,068-99.2% | $5,651-99.6% |