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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
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 | $46,115 | $53,822-14.3% | $75,696-39.1% | $85,850-46.3% |
| Participation rate | 97.9% | 69.1%+28.9pp | 74.8%+23.1pp | 69.3%+28.6pp |
| Annual return | 13.52% | 24.54%-11.0pp | 104.53%-91.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,572 | $2,017+27.5% | $2,743-6.2% | $2,565+0.3% |
| Participant deferral / active EE | $2,503 | $2,895-13.6% | $3,821-34.5% | $3,952-36.7% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |