Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 64 · EIN 13-1624203 | Recordkeeping Fees | $48,339 |
Service code 27 · EIN 22-3558384 | Advisory (Plan) | $12,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,365 | $51,736+74.7% | $120,225-24.8% | $67,986+32.9% |
| Participation rate | 94.7% | 46.1%+48.6pp | 69.6%+25.1pp | 57.2%+37.5pp |
| Annual return | 12.83% | 31.98%-19.1pp | 439.23%-426.4pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,888 | $1,071+76.2% | $3,475-45.7% | $2,019-6.5% |
| Participant deferral / active EE | $6,553 | $2,206+197.1% | $3,999+63.9% | $3,358+95.2% |
| Admin fee / account holder | $222 | $4,159-94.7% | $5,696-96.1% | $3,203-93.1% |