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 |
|---|---|---|
TIAA8+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $10,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,876 | $60,989-18.2% | $60,874-18.1% | $66,914-25.5% |
| Participation rate | 58.4% | 74.5%-16.1pp | 73.1%-14.7pp | 69.8%-11.4pp |
| Annual return | -13.95% | -9.60%-4.4pp | 16.90%-30.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,167 | $2,661-18.6% | $2,701-19.8% | $2,544-14.8% |
| Participant deferral / active EE | $3,185 | $3,615-11.9% | $3,817-16.5% | $4,237-24.8% |
| Admin fee / account holder | $46 | $338-86.4% | $3,224-98.6% | $593-92.2% |