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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $11,684 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,009 | $81,248-31.1% | $155,509-64.0% | $80,856-30.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.41% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,550 | $3,100-17.7% | $4,672-45.4% | $2,755-7.4% |
| Participant deferral / active EE | $6,829 | $3,452+97.8% | $5,626+21.4% | $4,296+59.0% |
| Admin fee / account holder | $79 | $7,997-99.0% | $15,912-99.5% | $6,918-98.9% |