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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,168 |
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 | $52,890 | $83,884-36.9% | $64,056-17.4% | $74,419-28.9% |
| Participation rate | 95.6% | 76.6%+19.0pp | 72.3%+23.3pp | 70.7%+24.9pp |
| Annual return | 11.07% | 16.57%-5.5pp | 33.69%-22.6pp | 34.38%-23.3pp |
| Employer contribution / active EE | $4,664 | $3,084+51.2% | $2,747+69.8% | $2,637+76.8% |
| Participant deferral / active EE | $2,645 | $3,692-28.3% | $3,880-31.8% | $4,528-41.6% |
| Admin fee / account holder | $2 | $196-98.8% | $3,068-99.9% | $348-99.4% |