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 12 · EIN 13-1624203 | Claims processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $371,808 | $97,018+283.2% | $149,696+148.4% | $106,222+250.0% |
| Participation rate | 43.4% | 67.0%-23.6pp | 82.5%-39.1pp | 70.8%-27.4pp |
| Annual return | 17.28% | 24.13%-6.9pp | 276.60%-259.3pp | 21.69%-4.4pp |
| Employer contribution / active EE | $1,659 | $2,520-34.1% | $4,644-64.3% | $2,723-39.1% |
| Participant deferral / active EE | $11,266 | $5,988+88.1% | $6,842+64.7% | $4,600+144.9% |
| Admin fee / account holder | $1 | $72-99.1% | $9,309-100.0% | $78-99.1% |