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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,950 |
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 | $171,072 | $54,350+214.8% | $82,719+106.8% | $68,494+149.8% |
| Participation rate | 95.7% | 63.9%+31.8pp | 72.6%+23.2pp | 67.9%+27.8pp |
| Annual return | -9.21% | -13.67%+4.5pp | 701.18%-710.4pp | -7.84%-1.4pp |
| Employer contribution / active EE | $4,548 | $2,218+105.0% | $3,009+51.2% | $2,596+75.2% |
| Participant deferral / active EE | $8,925 | $3,246+174.9% | $4,395+103.1% | $4,027+121.6% |
| Admin fee / account holder | $488 | $4,395-88.9% | $5,329-90.8% | $5,403-91.0% |