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 Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $14,400 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $57,175 | $55,002+3.9% | $59,878-4.5% | $56,287+1.6% |
| Participation rate | 98.4% | 75.9%+22.5pp | 74.7%+23.7pp | 69.9%+28.6pp |
| Annual return | -3.84% | 1.13%-5.0pp | 3.46%-7.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,976 | $2,448+21.6% | $2,722+9.3% | $2,111+41.0% |
| Participant deferral / active EE | $4,441 | $3,121+42.3% | $3,402+30.5% | $3,350+32.6% |
| Admin fee / account holder | $58 | $236-75.5% | $3,590-98.4% | $521-88.9% |