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 Filed as: TIAAI Service code 15 · EIN 13-1624203 | Recordkeeping | $13,770 |
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 | $64,759 | $67,984-4.7% | $65,493-1.1% | $74,304-12.8% |
| Participation rate | 58.1% | 66.3%-8.2pp | 73.1%-15.0pp | 60.3%-2.3pp |
| Annual return | 11.41% | 19.87%-8.5pp | 982.45%-971.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $2,911 | $2,491+16.9% | $2,574+13.1% | $2,241+29.9% |
| Participant deferral / active EE | $3,787 | $3,346+13.2% | $3,961-4.4% | $3,767+0.5% |
| Admin fee / account holder | $89 | $1,373-93.5% | $5,028-98.2% | $2,969-97.0% |