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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,855 |
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 | $129,727 | $67,984+90.8% | $65,493+98.1% | $74,304+74.6% |
| Participation rate | 24.8% | 66.3%-41.5pp | 73.1%-48.3pp | 60.3%-35.5pp |
| Annual return | 11.94% | 19.87%-7.9pp | 982.45%-970.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $2,400 | $2,491-3.6% | $2,574-6.8% | $2,241+7.1% |
| Participant deferral / active EE | $4,043 | $3,346+20.8% | $3,961+2.1% | $3,767+7.3% |
| Admin fee / account holder | $1 | $1,373-99.9% | $5,028-100.0% | $2,969-100.0% |