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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $15,576 |
TWO WEST CAPITAL ADVISORS3+ years Service code 22 · EIN 27-3055170 10975 BENSON DR · OVERLAND PARK, KS 662101569 | Insurance Broker | $14,148 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $38,552 | $84,948-54.6% | $70,449-45.3% | $73,409-47.5% |
| Participation rate | 96.1% | 79.9%+16.2pp | 75.1%+21.1pp | 72.2%+24.0pp |
| Annual return | 6.70% | 13.39%-6.7pp | 109.03%-102.3pp | 59.29%-52.6pp |
| Employer contribution / active EE | $884 | $2,834-68.8% | $2,737-67.7% | $2,234-60.4% |
| Participant deferral / active EE | $1,611 | $3,387-52.4% | $3,709-56.6% | $3,805-57.7% |
| Admin fee / account holder | $65 | $98-34.0% | $3,845-98.3% | $158-59.0% |