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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1,275 |
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 | $40,145 | $50,982-21.3% | $154,803-74.1% | $85,563-53.1% |
| Participation rate | 29.8% | 59.8%-30.0pp | 78.1%-48.2pp | 66.0%-36.1pp |
| Annual return | 10.40% | 30.35%-20.0pp | 58.88%-48.5pp | 31.51%-21.1pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,572 | $2,474-36.4% | $5,540-71.6% | $4,375-64.1% |
| Admin fee / account holder | $4 | $846-99.6% | $14,329-100.0% | $834-99.6% |