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 6-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 Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $3,675 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,400 | $49,227-30.1% | $70,449-51.2% | $79,858-56.9% |
| Participation rate | 97.8% | 69.2%+28.6pp | 75.1%+22.7pp | 69.6%+28.1pp |
| Annual return | 2.78% | 30.06%-27.3pp | 109.03%-106.2pp | 31.71%-28.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,803 | $2,768+37.4% | $3,709+2.5% | $3,740+1.7% |
| Admin fee / account holder | $30 | $2,878-99.0% | $3,845-99.2% | $5,306-99.4% |