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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $750 |
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 | $29,073 | $46,292-37.2% | $143,757-79.8% | $64,808-55.1% |
| Participation rate | 37.8% | 64.2%-26.4pp | 80.3%-42.5pp | 71.5%-33.6pp |
| Annual return | -9.63% | -10.05%+0.4pp | -0.04%-9.6pp | 32.82%-42.4pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,653 | $2,646-37.5% | $5,637-70.7% | $4,310-61.6% |
| Admin fee / account holder | $2 | $154-98.6% | $14,673-100.0% | $188-98.9% |