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 6-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 Service code 15 · EIN 13-1624203 | Recordkeeping | $4,568 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,480 | $45,000-92.3% | $143,757-97.6% | $77,904-95.5% |
| Participation rate | 97.3% | 66.8%+30.5pp | 80.3%+17.0pp | 73.7%+23.7pp |
| Annual return | -17.69% | 29.03%-46.7pp | -0.04%-17.6pp | 12.21%-29.9pp |
| Employer contribution / active EE | $873 | $1,870-53.3% | $4,951-82.4% | $2,848-69.3% |
| Participant deferral / active EE | $1,972 | $3,157-37.5% | $5,637-65.0% | $4,806-59.0% |
| Admin fee / account holder | $19 | $98-80.7% | $14,673-99.9% | $133-85.7% |