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 | $61,831 |
LUCIA SECURITIES4 years Service code 28 · EIN 27-1742056 | Investment Management | $21,988 |
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 | $69,952 | $74,706-6.4% | $75,696-7.6% | $79,386-11.9% |
| Participation rate | 85.1% | 75.3%+9.7pp | 74.8%+10.3pp | 70.7%+14.4pp |
| Annual return | 11.89% | 18.52%-6.6pp | 104.53%-92.6pp | 116.85%-105.0pp |
| Employer contribution / active EE | $2,117 | $2,590-18.3% | $2,743-22.8% | $2,427-12.8% |
| Participant deferral / active EE | $5,651 | $3,533+59.9% | $3,821+47.9% | $4,046+39.7% |
| Admin fee / account holder | $383 | $374+2.2% | $3,619-89.4% | $626-38.9% |