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 |
|---|---|---|
TIAA6 years Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $13,269 |
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 | $131,064 | $58,264+125.0% | $86,612+51.3% | $71,457+83.4% |
| Participation rate | 63.3% | 65.0%-1.7pp | 71.7%-8.4pp | 67.9%-4.6pp |
| Annual return | 26.58% | 21.63%+5.0pp | 591.07%-564.5pp | 28.85%-2.3pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,862 | $3,436+70.6% | $4,438+32.1% | $4,289+36.7% |
| Admin fee / account holder | $110 | $1,057-89.6% | $5,614-98.0% | $1,587-93.1% |