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 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 | $44,015 | $46,553-5.5% | $64,056-31.3% | $75,163-41.4% |
| Participation rate | 96.2% | 65.9%+30.2pp | 72.3%+23.9pp | 67.2%+29.0pp |
| Annual return | 15.98% | 26.03%-10.1pp | 33.69%-17.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,780 | $1,974+40.8% | $2,747+1.2% | $2,670+4.1% |
| Participant deferral / active EE | $3,267 | $2,837+15.2% | $3,880-15.8% | $4,125-20.8% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |