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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,108 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
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 | $151,593 | $65,557+131.2% | $64,056+136.7% | $71,457+112.1% |
| Participation rate | 91.2% | 73.2%+18.0pp | 72.3%+18.9pp | 67.9%+23.3pp |
| Annual return | 10.21% | 18.94%-8.7pp | 33.69%-23.5pp | 28.85%-18.6pp |
| Employer contribution / active EE | $2,627 | $2,669-1.6% | $2,747-4.4% | $2,588+1.5% |
| Participant deferral / active EE | $3,320 | $3,626-8.4% | $3,880-14.4% | $4,289-22.6% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |