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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,824 |
Participant contribution per participant 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 | $22,760 | $60,989-62.7% | $60,874-62.6% | $66,914-66.0% |
| Participation rate | 95.6% | 74.5%+21.1pp | 73.1%+22.5pp | 69.8%+25.8pp |
| Annual return | -11.25% | -9.60%-1.6pp | 16.90%-28.1pp | 1.58%-12.8pp |
| Employer contribution / active EE | $1,705 | $2,661-35.9% | $2,701-36.9% | $2,544-33.0% |
| Participant deferral / active EE | $894 | $3,615-75.3% | $3,817-76.6% | $4,237-78.9% |
| Admin fee / account holder | $18 | $338-94.8% | $3,224-99.5% | $593-97.0% |