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 |
|---|---|---|
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $8,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,583 | $69,763-10.3% | $67,502-7.3% | $74,495-16.0% |
| Participation rate | 56.3% | 71.4%-15.1pp | 72.9%-16.6pp | 67.2%-10.9pp |
| Annual return | 12.36% | -40.34%+52.7pp | 3512.12%-3499.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,354 | $2,704-12.9% | $2,731-13.8% | $2,623-10.3% |
| Participant deferral / active EE | $3,340 | $3,636-8.1% | $4,000-16.5% | $4,346-23.1% |
| Admin fee / account holder | $49 | $896-94.5% | $3,998-98.8% | $1,942-97.5% |