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 99 · EIN 13-1624203 | Other Fees | $17,976 |
Service code 99 · EIN 47-1411118 | Other Fees | $5,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,194 | $47,126+32.0% | $149,673-58.4% | $74,419-16.4% |
| Participation rate | 43.9% | 63.4%-19.5pp | 78.8%-34.8pp | 70.7%-26.8pp |
| Annual return | 19.09% | 22.75%-3.7pp | 134.42%-115.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,688 | $2,728+35.2% | $5,680-35.1% | $4,528-18.6% |
| Admin fee / account holder | $147 | $343-57.0% | $13,210-98.9% | $348-57.6% |