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 13 · EIN 13-1624203 | Contract Administrator | $6,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,044 | $60,795-17.7% | $69,455-27.9% | $65,185-23.2% |
| Participation rate | 61.2% | 74.9%-13.7pp | 74.6%-13.4pp | 70.2%-9.0pp |
| Annual return | 23.51% | 17.46%+6.1pp | 28.97%-5.5pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,356 | $2,452-3.9% | $2,779-15.2% | $2,177+8.2% |
| Participant deferral / active EE | $3,572 | $3,162+13.0% | $3,535+1.0% | $3,514+1.7% |
| Admin fee / account holder | $32 | $314-89.9% | $3,839-99.2% | $847-96.3% |