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 Filed as: TIAAI Service code 15 · EIN 13-1624203 | Recordkeeping | $10,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,446 | $69,763-22.0% | $67,502-19.3% | $74,495-26.9% |
| Participation rate | 62.7% | 71.4%-8.7pp | 72.9%-10.2pp | 67.2%-4.5pp |
| Annual return | 14.54% | -40.34%+54.9pp | 3512.12%-3497.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,825 | $2,704+4.5% | $2,731+3.4% | $2,623+7.7% |
| Participant deferral / active EE | $3,288 | $3,636-9.6% | $4,000-17.8% | $4,346-24.3% |
| Admin fee / account holder | $69 | $896-92.3% | $3,998-98.3% | $1,942-96.5% |