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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $5,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,837 | $65,557+24.8% | $64,056+27.8% | $71,457+14.5% |
| Participation rate | 68.1% | 73.2%-5.1pp | 72.3%-4.2pp | 67.9%+0.1pp |
| Annual return | 9.62% | 18.94%-9.3pp | 33.69%-24.1pp | 28.85%-19.2pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,079 | $3,626+67.7% | $3,880+56.7% | $4,289+41.8% |
| Admin fee / account holder | $30 | $616-95.2% | $3,068-99.0% | $1,587-98.1% |