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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $5,171 |
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 | $78,186 | $60,989+28.2% | $60,874+28.4% | $66,914+16.8% |
| Participation rate | 68.1% | 74.5%-6.4pp | 73.1%-5.1pp | 69.8%-1.7pp |
| Annual return | -9.35% | -9.60%+0.3pp | 16.90%-26.2pp | 1.58%-10.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,939 | $3,615+36.6% | $3,817+29.4% | $4,237+16.6% |
| Admin fee / account holder | $31 | $338-90.8% | $3,224-99.0% | $593-94.7% |