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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $40,378 |
NFP RETIREMENT INC1 year Service code 13 · EIN 46-4782313 | Contract Administrator | $35,904 |
RSM US LLP1 year Service code 13 · EIN 42-0714325 | Contract Administrator | $13,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $202,096 | $65,557+208.3% | $64,056+215.5% | $71,457+182.8% |
| Participation rate | 99.4% | 73.2%+26.2pp | 72.3%+27.1pp | 67.9%+31.5pp |
| Annual return | 15.02% | 18.94%-3.9pp | 33.69%-18.7pp | 28.85%-13.8pp |
| Employer contribution / active EE | $11,300 | $2,669+323.4% | $2,747+311.4% | $2,588+336.7% |
| Participant deferral / active EE | $9,867 | $3,626+172.2% | $3,880+154.3% | $4,289+130.1% |
| Admin fee / account holder | $305 | $616-50.5% | $3,068-90.1% | $1,587-80.8% |