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 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,918 | $65,557-37.6% | $64,056-36.1% | $71,457-42.7% |
| Participation rate | 68.2% | 73.2%-4.9pp | 72.3%-4.1pp | 67.9%+0.3pp |
| Annual return | 16.93% | 18.94%-2.0pp | 33.69%-16.8pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,972 | $2,669+11.4% | $2,747+8.2% | $2,588+14.9% |
| Participant deferral / active EE | $4,326 | $3,626+19.3% | $3,880+11.5% | $4,289+0.9% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |