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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $29,079 |
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 | $139,833 | $63,745+119.4% | $98,442+42.0% | $79,386+76.1% |
| Participation rate | 94.3% | 69.9%+24.4pp | 73.3%+21.0pp | 70.7%+23.6pp |
| Annual return | 13.61% | 625.80%-612.2pp | 1492.73%-1479.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $5,885 | $2,557+130.1% | $2,960+98.8% | $2,427+142.4% |
| Participant deferral / active EE | $6,475 | $3,303+96.0% | $4,276+51.4% | $4,046+60.0% |
| Admin fee / account holder | $86 | $516-83.4% | $5,949-98.6% | $626-86.3% |