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 Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $988 |
THE VANGUARD GROUP, INC.2+ years Service code 50 · EIN 23-1945930 | Direct Payment | $332 |
Service code 50 · EIN 04-2647786 | Direct Payment | $240 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $721,324 | $46,869+1439.0% | $122,332+489.6% | $70,131+928.5% |
| Participation rate | 0.0% | 58.2%-58.2pp | 71.6%-71.6pp | 69.5%-69.5pp |
| Annual return | 12.83% | 24.22%-11.4pp | 30.27%-17.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,589 | $1,288+23.3% | $4,050-60.8% | $2,342-32.2% |
| Participant deferral / active EE | $3,001 | $2,166+38.5% | $3,287-8.7% | $3,332-9.9% |
| Admin fee / account holder | $348 | $3,322-89.5% | $5,478-93.7% | $4,645-92.5% |