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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,750 | $65,409+185.5% | $98,442+89.7% | $85,850+117.5% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.7pp | 69.3%+27.7pp |
| Annual return | 11.88% | 21.76%-9.9pp | 1492.73%-1480.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $4,476 | $2,168+106.5% | $2,960+51.2% | $2,565+74.5% |
| Participant deferral / active EE | $9,031 | $3,166+185.2% | $4,276+111.2% | $3,952+128.5% |
| Admin fee / account holder | $529 | $4,593-88.5% | $5,949-91.1% | $6,260-91.6% |