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 Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $2,618 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $439 |
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 | $28,578 | $70,083-59.2% | $59,878-52.3% | $55,725-48.7% |
| Participation rate | 68.6% | 78.4%-9.8pp | 74.7%-6.1pp | 70.9%-2.2pp |
| Annual return | -4.91% | 3.13%-8.0pp | 3.46%-8.4pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,521 | $2,878-47.2% | $2,722-44.1% | $2,078-26.8% |
| Participant deferral / active EE | $1,380 | $3,079-55.2% | $3,402-59.4% | $3,356-58.9% |
| Admin fee / account holder | $9 | $70-87.7% | $3,590-99.8% | $115-92.5% |