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 15 · EIN 13-1624203 | Recordkeeping | $16,761 |
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 | $147,766 | $58,264+153.6% | $86,612+70.6% | $71,457+106.8% |
| Participation rate | 96.6% | 65.0%+31.6pp | 71.7%+24.9pp | 67.9%+28.7pp |
| Annual return | 15.15% | 21.63%-6.5pp | 591.07%-575.9pp | 28.85%-13.7pp |
| Employer contribution / active EE | $11,215 | $2,574+335.7% | $3,022+271.1% | $2,588+333.4% |
| Participant deferral / active EE | $7,244 | $3,436+110.8% | $4,438+63.2% | $4,289+68.9% |
| Admin fee / account holder | $93 | $1,057-91.2% | $5,614-98.4% | $1,587-94.2% |