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 64 · EIN 13-1624203 | Recordkeeping Fees | $3,573 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,398 | $48,795+15.6% | $65,493-13.9% | $84,808-33.5% |
| Participation rate | 98.9% | 67.0%+31.9pp | 73.1%+25.8pp | 68.3%+30.6pp |
| Annual return | 9.97% | 20.20%-10.2pp | 982.45%-972.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,782 | $1,930+44.2% | $2,574+8.1% | $2,631+5.8% |
| Participant deferral / active EE | $2,632 | $2,928-10.1% | $3,961-33.6% | $4,212-37.5% |
| Admin fee / account holder | $11 | $3,877-99.7% | $5,028-99.8% | $7,344-99.9% |