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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $12,739 |
TWO WEST CAPITAL ADVISORS2+ years Service code 22 · EIN 27-3055170 4551 WEST 107TH · OVERLAND, KS 66207 | Insurance Broker | $11,572 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,784 | $95,542-60.5% | $69,455-45.6% | $67,579-44.1% |
| Participation rate | 95.3% | 79.4%+16.0pp | 74.6%+20.7pp | 71.3%+24.1pp |
| Annual return | 8.72% | 17.67%-8.9pp | 28.97%-20.2pp | 378.56%-369.8pp |
| Employer contribution / active EE | $781 | $2,989-73.9% | $2,779-71.9% | $2,148-63.6% |
| Participant deferral / active EE | $1,372 | $3,263-58.0% | $3,535-61.2% | $3,539-61.2% |
| Admin fee / account holder | $52 | $90-41.9% | $3,839-98.6% | $142-63.3% |