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 | Recordkeeping | $40 |
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 | $42,055 | $95,542-56.0% | $69,455-39.5% | $67,579-37.8% |
| Participation rate | 97.3% | 79.4%+18.0pp | 74.6%+22.7pp | 71.3%+26.1pp |
| Annual return | 6.00% | 17.67%-11.7pp | 28.97%-23.0pp | 378.56%-372.6pp |
| Employer contribution / active EE | $4,398 | $2,989+47.1% | $2,779+58.2% | $2,148+104.8% |
| Participant deferral / active EE | $2,887 | $3,263-11.5% | $3,535-18.4% | $3,539-18.4% |
| Admin fee / account holder | $0 | $90-99.9% | $3,839-100.0% | $142-100.0% |