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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $18,286 |
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 | $156,416 | $60,323+159.3% | $81,812+91.2% | $74,495+110.0% |
| Participation rate | 97.3% | 62.9%+34.4pp | 72.3%+25.0pp | 67.2%+30.1pp |
| Annual return | 12.74% | 16.90%-4.2pp | 773.79%-761.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $11,808 | $2,620+350.6% | $2,912+305.5% | $2,623+350.2% |
| Participant deferral / active EE | $7,319 | $3,387+116.1% | $4,319+69.5% | $4,346+68.4% |
| Admin fee / account holder | $96 | $1,486-93.5% | $7,386-98.7% | $1,942-95.0% |