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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,003 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,584 | $55,472-16.0% | $155,567-70.1% | $74,546-37.5% |
| Participation rate | 96.4% | 61.9%+34.5pp | 78.2%+18.2pp | 67.2%+29.2pp |
| Annual return | 11.93% | 268.72%-256.8pp | 64.74%-52.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $3,235 | $2,269+42.6% | $4,674-30.8% | $2,624+23.3% |
| Participant deferral / active EE | $4,677 | $2,838+64.8% | $5,628-16.9% | $4,347+7.6% |
| Admin fee / account holder | $18 | $1,743-99.0% | $15,916-99.9% | $1,944-99.1% |