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 15 · EIN 13-1624203 | Recordkeeping | $29,500 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,440 |
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 | $83,336 | $70,083+18.9% | $59,878+39.2% | $55,725+49.5% |
| Participation rate | 61.9% | 78.4%-16.5pp | 74.7%-12.8pp | 70.9%-9.0pp |
| Annual return | -3.84% | 3.13%-7.0pp | 3.46%-7.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,164 | $2,878+9.9% | $2,722+16.3% | $2,078+52.3% |
| Participant deferral / active EE | $3,253 | $3,079+5.7% | $3,402-4.4% | $3,356-3.0% |
| Admin fee / account holder | $107 | $70+52.6% | $3,590-97.0% | $115-6.9% |