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 15 · EIN 13-1624203 | Recordkeeping | $616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,817 | $46,732+2.3% | $156,549-69.5% | $55,167-13.3% |
| Participation rate | 46.7% | 65.8%-19.1pp | 84.0%-37.3pp | 69.0%-22.3pp |
| Annual return | 6.49% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,415 | $2,105-32.8% | $5,501-74.3% | $1,963-27.9% |
| Participant deferral / active EE | $1,929 | $2,204-12.5% | $4,871-60.4% | $3,054-36.8% |
| Admin fee / account holder | $6 | $418-98.5% | $13,027-100.0% | $504-98.8% |