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 | $49,915-52.1% | $154,803-84.6% | $74,304-67.8% |
| Participation rate | 60.4% | 54.0%+6.4pp | 78.1%-17.7pp | 60.3%0pp |
| Annual return | 8.94% | 34.06%-25.1pp | 58.88%-49.9pp | 29.43%-20.5pp |
| Employer contribution / active EE | $1,253 | $1,611-22.2% | $4,305-70.9% | $2,241-44.1% |
| Participant deferral / active EE | $1,771 | $2,255-21.5% | $5,540-68.0% | $3,767-53.0% |
| Admin fee / account holder | $20 | $2,189-99.1% | $14,329-99.9% | $2,969-99.3% |