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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,649 |
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 | $51,725 | $46,553+11.1% | $64,056-19.3% | $75,163-31.2% |
| Participation rate | 98.7% | 65.9%+32.8pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 18.12% | 26.03%-7.9pp | 33.69%-15.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,738 | $1,974+140.1% | $2,747+72.5% | $2,670+77.5% |
| Participant deferral / active EE | $7,176 | $2,837+153.0% | $3,880+84.9% | $4,125+74.0% |
| Admin fee / account holder | $92 | $2,952-96.9% | $3,068-97.0% | $5,651-98.4% |