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 | Recordkeeping | $19,680 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,809 | $50,820-70.9% | $155,567-90.5% | $77,671-80.9% |
| Participation rate | 98.3% | 63.1%+35.2pp | 78.2%+20.1pp | 70.6%+27.8pp |
| Annual return | 11.46% | 34.85%-23.4pp | 64.74%-53.3pp | 31.21%-19.8pp |
| Employer contribution / active EE | $375 | $1,993-81.2% | $4,674-92.0% | $2,726-86.2% |
| Participant deferral / active EE | $1,346 | $2,823-52.3% | $5,628-76.1% | $4,648-71.1% |
| Admin fee / account holder | $14 | $436-96.7% | $15,916-99.9% | $430-96.7% |