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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $50 |
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 | $38,711 | $42,894-9.8% | $60,874-36.4% | $68,494-43.5% |
| Participation rate | 92.2% | 66.8%+25.4pp | 73.1%+19.1pp | 67.9%+24.3pp |
| Annual return | -14.70% | -13.98%-0.7pp | 16.90%-31.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,026 | $1,978+53.0% | $2,701+12.0% | $2,596+16.5% |
| Participant deferral / active EE | $3,016 | $2,867+5.2% | $3,817-21.0% | $4,027-25.1% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |