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 8-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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $10,187 |
TWO WEST CAPITAL ADVISORS1+ years Service code 22 · EIN 27-3055170 4551 WEST 107TH · OVERLAND, KS 66207 | Insurance Broker | $9,253 |
Employer 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 | $38,503 | $70,083-45.1% | $59,878-35.7% | $55,725-30.9% |
| Participation rate | 97.1% | 78.4%+18.7pp | 74.7%+22.4pp | 70.9%+26.2pp |
| Annual return | 1.52% | 3.13%-1.6pp | 3.46%-1.9pp | 244.93%-243.4pp |
| Employer contribution / active EE | $827 | $2,878-71.3% | $2,722-69.6% | $2,078-60.2% |
| Participant deferral / active EE | $1,465 | $3,079-52.4% | $3,402-56.9% | $3,356-56.3% |
| Admin fee / account holder | $44 | $70-37.9% | $3,590-98.8% | $115-62.1% |