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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,292 | $91,621+22.6% | $67,511+66.3% | $77,671+44.6% |
| Participation rate | 69.2% | 76.0%-6.8pp | 72.9%-3.7pp | 70.6%-1.4pp |
| Annual return | 12.21% | 14.87%-2.7pp | 3517.41%-3505.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $3,795 | $3,184+19.2% | $2,733+38.9% | $2,726+39.2% |
| Participant deferral / active EE | $1,973 | $3,906-49.5% | $4,000-50.7% | $4,648-57.5% |
| Admin fee / account holder | $2 | $176-99.1% | $3,999-100.0% | $430-99.6% |