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 | $47,479+18.8% | $62,929-10.4% | $82,448-31.6% |
| Participation rate | 98.9% | 66.9%+32.0pp | 73.1%+25.8pp | 68.1%+30.8pp |
| Annual return | 9.97% | 20.34%-10.4pp | 1063.93%-1054.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,782 | $1,885+47.6% | $2,505+11.1% | $2,551+9.1% |
| Participant deferral / active EE | $2,632 | $2,870-8.3% | $3,888-32.3% | $4,139-36.4% |
| Admin fee / account holder | $11 | $3,804-99.7% | $5,065-99.8% | $7,234-99.9% |