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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $100 |
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 | $91,903 | $79,124+16.2% | $60,874+51.0% | $64,808+41.8% |
| Participation rate | 48.3% | 77.7%-29.4pp | 73.1%-24.8pp | 71.5%-23.1pp |
| Annual return | -13.30% | -7.13%-6.2pp | 16.90%-30.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,147 | $3,725+38.2% | $3,817+34.8% | $4,310+19.4% |
| Admin fee / account holder | $4 | $106-96.5% | $3,224-99.9% | $188-98.1% |