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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,076 |
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 | $46,732 | $83,884-44.3% | $64,056-27.0% | $74,419-37.2% |
| Participation rate | 93.5% | 76.6%+16.9pp | 72.3%+21.2pp | 70.7%+22.8pp |
| Annual return | 15.83% | 16.57%-0.7pp | 33.69%-17.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $410 | $3,084-86.7% | $2,747-85.1% | $2,637-84.5% |
| Participant deferral / active EE | $986 | $3,692-73.3% | $3,880-74.6% | $4,528-78.2% |
| Admin fee / account holder | $23 | $196-88.0% | $3,068-99.2% | $348-93.3% |