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 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $30,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,288 | $74,706-12.6% | $75,696-13.7% | $79,386-17.8% |
| Participation rate | 62.0% | 75.3%-13.3pp | 74.8%-12.8pp | 70.7%-8.7pp |
| Annual return | 13.23% | 18.52%-5.3pp | 104.53%-91.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $5,168 | $2,590+99.5% | $2,743+88.4% | $2,427+112.9% |
| Participant deferral / active EE | $2,906 | $3,533-17.7% | $3,821-23.9% | $4,046-28.2% |
| Admin fee / account holder | $170 | $374-54.6% | $3,619-95.3% | $626-72.8% |