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 |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,266 | $30,599+93.7% | $74,583-20.5% | $57,658+2.8% |
| Participation rate | 31.5% | 49.1%-17.6pp | 68.1%-36.6pp | 70.2%-38.7pp |
| Annual return | 5.95% | 14.24%-8.3pp | 20.47%-14.5pp | 5.13%+0.8pp |
| Employer contribution / active EE | $584 | $1,000-41.6% | $2,525-76.9% | $1,974-70.4% |
| Participant deferral / active EE | $1,702 | $1,805-5.7% | $3,458-50.8% | $3,061-44.4% |
| Admin fee / account holder | $10 | $98-90.1% | $4,138-99.8% | $95-89.8% |