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 |
|---|---|---|
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $27,900 |
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Direct Payment | $18,498 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $7,500 |
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 | $145,037 | $60,989+137.8% | $60,874+138.3% | $66,914+116.7% |
| Participation rate | 92.2% | 74.5%+17.8pp | 73.1%+19.1pp | 69.8%+22.4pp |
| Annual return | -14.10% | -9.60%-4.5pp | 16.90%-31.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $5,849 | $2,661+119.8% | $2,701+116.5% | $2,544+129.9% |
| Participant deferral / active EE | $5,951 | $3,615+64.6% | $3,817+55.9% | $4,237+40.5% |
| Admin fee / account holder | $160 | $338-52.7% | $3,224-95.0% | $593-73.0% |