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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $191,927 | $57,281+235.1% | $86,612+121.6% | $75,163+155.3% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.4pp | 67.2%+25.9pp |
| Annual return | 12.13% | 2670.75%-2658.6pp | 591.07%-578.9pp | 160.62%-148.5pp |
| Employer contribution / active EE | $4,593 | $2,314+98.4% | $3,022+52.0% | $2,670+72.0% |
| Participant deferral / active EE | $8,921 | $3,318+168.9% | $4,438+101.0% | $4,125+116.3% |
| Admin fee / account holder | $498 | $4,112-87.9% | $5,614-91.1% | $5,651-91.2% |