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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,795-17.9% | $65,493-38.9% | $84,808-52.8% |
| Participation rate | 98.0% | 67.0%+31.0pp | 73.1%+24.9pp | 68.3%+29.6pp |
| Annual return | 11.58% | 20.20%-8.6pp | 982.45%-970.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,100 | $1,930-43.0% | $2,574-57.3% | $2,631-58.2% |
| Participant deferral / active EE | $2,039 | $2,928-30.4% | $3,961-48.5% | $4,212-51.6% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |