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 |
|---|---|---|
TIAA7 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 | $40,045 | $47,479-15.7% | $62,929-36.4% | $82,448-51.4% |
| Participation rate | 98.0% | 66.9%+31.1pp | 73.1%+24.8pp | 68.1%+29.9pp |
| Annual return | 11.58% | 20.34%-8.8pp | 1063.93%-1052.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,100 | $1,885-41.6% | $2,505-56.1% | $2,551-56.9% |
| Participant deferral / active EE | $2,039 | $2,870-29.0% | $3,888-47.6% | $4,139-50.8% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |