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 37 · EIN 04-2647786 | Loan Processing | $2,895 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $139 |
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 | $82,796 | $73,102+13.3% | $123,544-33.0% | $56,287+47.1% |
| Participation rate | 85.4% | 74.3%+11.1pp | 82.3%+3.1pp | 69.9%+15.5pp |
| Annual return | -3.19% | 3.01%-6.2pp | 119.20%-122.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $5,966 | $2,977+100.4% | $4,628+28.9% | $2,111+182.6% |
| Participant deferral / active EE | $6,128 | $5,423+13.0% | $6,426-4.6% | $3,350+83.0% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.4% |