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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $7,541 |
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.
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 | $23,896 | $45,343-47.3% | $150,298-84.1% | $67,986-64.9% |
| Participation rate | 60.4% | 51.9%+8.5pp | 77.8%-17.4pp | 57.2%+3.2pp |
| Annual return | 8.94% | 33.28%-24.3pp | 62.79%-53.8pp | 31.67%-22.7pp |
| Employer contribution / active EE | $1,253 | $1,462-14.3% | $4,154-69.8% | $2,019-37.9% |
| Participant deferral / active EE | $1,771 | $2,055-13.8% | $5,453-67.5% | $3,358-47.3% |
| Admin fee / account holder | $20 | $2,250-99.1% | $14,116-99.9% | $3,203-99.4% |