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 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,512 | $47,126-35.3% | $149,673-79.6% | $74,419-59.0% |
| Participation rate | 29.4% | 63.4%-34.0pp | 78.8%-49.3pp | 70.7%-41.3pp |
| Annual return | 10.16% | 22.75%-12.6pp | 134.42%-124.3pp | 34.38%-24.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,751 | $2,728-35.8% | $5,680-69.2% | $4,528-61.3% |
| Admin fee / account holder | $2 | $343-99.4% | $13,210-100.0% | $348-99.4% |