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 |
|---|---|---|
TIAA4 years Service code 37 · EIN 13-1624203 | Loan Processing | $201 |
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 | $50,963 | $51,576-1.2% | $129,207-60.6% | $80,856-37.0% |
| Participation rate | 93.7% | 57.0%+36.7pp | 69.6%+24.0pp | 67.6%+26.0pp |
| Annual return | 12.57% | 20.81%-8.2pp | 9417.33%-9404.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,233 | $1,584-22.1% | $4,153-70.3% | $2,755-55.2% |
| Participant deferral / active EE | $6,153 | $2,669+130.6% | $4,168+47.6% | $4,296+43.2% |
| Admin fee / account holder | $1 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |