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 8-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 |
|---|---|---|
TIAA5 years Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $10,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,409 | $54,350+110.5% | $82,719+38.3% | $68,494+67.0% |
| Participation rate | 64.4% | 63.9%+0.5pp | 72.6%-8.2pp | 67.9%-3.5pp |
| Annual return | -12.71% | -13.67%+1.0pp | 701.18%-713.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,703 | $3,246+75.7% | $4,395+29.8% | $4,027+41.6% |
| Admin fee / account holder | $98 | $4,395-97.8% | $5,329-98.2% | $5,403-98.2% |