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 |
|---|---|---|
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $7,612 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,958 | $65,322-14.3% | $70,449-20.6% | $73,488-23.9% |
| Participation rate | 56.3% | 77.0%-20.7pp | 75.1%-18.8pp | 70.7%-14.4pp |
| Annual return | 13.15% | 15.71%-2.6pp | 109.03%-95.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,262 | $2,460-8.0% | $2,737-17.3% | $2,270-0.4% |
| Participant deferral / active EE | $3,200 | $3,375-5.2% | $3,709-13.7% | $3,740-14.4% |
| Admin fee / account holder | $35 | $214-83.5% | $3,845-99.1% | $513-93.1% |