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 | $53,143 |
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 | $19,170 | $37,213-48.5% | $156,549-87.8% | $63,975-70.0% |
| Participation rate | 62.2% | 65.0%-2.8pp | 84.0%-21.8pp | 71.1%-8.9pp |
| Annual return | 13.47% | 47.89%-34.4pp | 32.23%-18.8pp | 48.65%-35.2pp |
| Employer contribution / active EE | $1,014 | $1,357-25.3% | $5,501-81.6% | $2,182-53.5% |
| Participant deferral / active EE | $1,637 | $2,070-20.9% | $4,871-66.4% | $3,356-51.2% |
| Admin fee / account holder | $28 | $56-50.9% | $13,027-99.8% | $70-60.8% |