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 | Recordkeeping | $4,980 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $42,350 | $79,124-46.5% | $60,874-30.4% | $64,808-34.7% |
| Participation rate | 91.6% | 77.7%+13.9pp | 73.1%+18.5pp | 71.5%+20.1pp |
| Annual return | -12.35% | -7.13%-5.2pp | 16.90%-29.2pp | 32.82%-45.2pp |
| Employer contribution / active EE | $264 | $3,050-91.4% | $2,701-90.2% | $2,506-89.5% |
| Participant deferral / active EE | $1,014 | $3,725-72.8% | $3,817-73.4% | $4,310-76.5% |
| Admin fee / account holder | $12 | $106-88.3% | $3,224-99.6% | $188-93.4% |