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 |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $8,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $75,844 | $58,879+28.8% | $178,490-57.5% | $73,488+3.2% |
| Participation rate | 48.1% | 66.2%-18.1pp | 81.9%-33.8pp | 70.7%-22.6pp |
| Annual return | 14.70% | 24.86%-10.2pp | 151.07%-136.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,324 | $2,567+29.5% | $5,202-36.1% | $3,740-11.1% |
| Admin fee / account holder | $113 | $400-71.8% | $13,984-99.2% | $513-78.0% |