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 | $102,317+0.9% | $146,958-29.8% | $80,856+27.7% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 28.06% | 134.76%-106.7pp | 418.34%-390.3pp | 35.59%-7.5pp |
| Employer contribution / active EE | $1,035 | $3,713-72.1% | $4,933-79.0% | $2,755-62.4% |
| Participant deferral / active EE | $2,383 | $6,644-64.1% | $8,070-70.5% | $4,296-44.5% |
| Admin fee / account holder | $31 | $7,941-99.6% | $12,998-99.8% | $6,918-99.5% |