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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $24,410 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,692 |
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 | $20,834 | $65,908-68.4% | $81,812-74.5% | $77,643-73.2% |
| Participation rate | 56.0% | 65.8%-9.8pp | 72.3%-16.3pp | 70.6%-14.6pp |
| Annual return | 16.21% | 26.64%-10.4pp | 773.79%-757.6pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,876 | $2,370-20.9% | $2,912-35.6% | $2,726-31.2% |
| Participant deferral / active EE | $1,038 | $3,505-70.4% | $4,319-76.0% | $4,647-77.7% |
| Admin fee / account holder | $58 | $526-88.9% | $7,386-99.2% | $430-86.5% |