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 64 · EIN 13-1624203 | Recordkeeping Fees | $125 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,129 | $67,984-7.1% | $65,493-3.6% | $74,304-15.0% |
| Participation rate | 74.8% | 66.3%+8.4pp | 73.1%+1.7pp | 60.3%+14.4pp |
| Annual return | 10.86% | 19.87%-9.0pp | 982.45%-971.6pp | 29.43%-18.6pp |
| Employer contribution / active EE | $2,758 | $2,491+10.7% | $2,574+7.1% | $2,241+23.0% |
| Participant deferral / active EE | $3,817 | $3,346+14.1% | $3,961-3.6% | $3,767+1.3% |
| Admin fee / account holder | $3 | $1,373-99.8% | $5,028-99.9% | $2,969-99.9% |