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 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $3,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,795 | $50,982-61.2% | $154,803-87.2% | $85,563-76.9% |
| Participation rate | 37.5% | 59.8%-22.3pp | 78.1%-40.6pp | 66.0%-28.5pp |
| Annual return | 12.47% | 30.35%-17.9pp | 58.88%-46.4pp | 31.51%-19.0pp |
| Employer contribution / active EE | $605 | $1,708-64.6% | $4,305-86.0% | $2,654-77.2% |
| Participant deferral / active EE | $502 | $2,474-79.7% | $5,540-90.9% | $4,375-88.5% |
| Admin fee / account holder | $16 | $846-98.1% | $14,329-99.9% | $834-98.0% |