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 Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,996 | $56,485-57.5% | $185,823-87.1% | $86,799-72.4% |
| Participation rate | 31.3% | 65.5%-34.2pp | 81.7%-50.4pp | 72.3%-41.0pp |
| Annual return | 21.66% | 118.04%-96.4pp | 122.05%-100.4pp | 97.91%-76.2pp |
| Employer contribution / active EE | $51 | $1,843-97.2% | $5,167-99.0% | $2,405-97.9% |
| Participant deferral / active EE | $892 | $2,553-65.1% | $5,568-84.0% | $4,131-78.4% |
| Admin fee / account holder | $3 | $150-97.8% | $16,237-100.0% | $170-98.1% |