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 |
|---|---|---|
TIAA3 years Service code 21 · EIN 13-1624203 | Bank Trustee | $850 |
Participant 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 | $103,236 | $102,382+0.8% | $147,005-29.8% | $80,874+27.7% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 28.06% | 134.89%-106.8pp | 418.76%-390.7pp | 35.62%-7.6pp |
| Employer contribution / active EE | $1,035 | $3,715-72.1% | $4,934-79.0% | $2,756-62.4% |
| Participant deferral / active EE | $2,383 | $6,646-64.2% | $8,070-70.5% | $4,297-44.5% |
| Admin fee / account holder | $31 | $7,942-99.6% | $13,006-99.8% | $6,935-99.5% |