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 |
|---|---|---|
Filed as: CARROLL CONSULTANTS ADVISORS, LTD. Service code 27 · EIN 45-3943005 | Advisory (Plan) | $25,863 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $420 |
CARROLL CONSULTANTS, LTD1 year Service code 13 · EIN 23-2784936 | Contract Administrator | $140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,208 | $74,552-8.5% | $62,995+8.3% | $69,631-2.0% |
| Participation rate | 46.8% | 78.3%-31.4pp | 74.8%-28.0pp | 70.7%-23.9pp |
| Annual return | 13.81% | 15.77%-2.0pp | 87.57%-73.8pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,561 | $2,929-46.7% | $2,759-43.4% | $2,032-23.2% |
| Participant deferral / active EE | $2,280 | $2,974-23.3% | $3,329-31.5% | $3,224-29.3% |
| Admin fee / account holder | $39 | $59-34.5% | $3,600-98.9% | $110-64.8% |