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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $155 |
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 | $78,651 | $70,083+12.2% | $59,878+31.4% | $55,725+41.1% |
| Participation rate | 70.1% | 78.4%-8.2pp | 74.7%-4.5pp | 70.9%-0.7pp |
| Annual return | -3.40% | 3.13%-6.5pp | 3.46%-6.9pp | 244.93%-248.3pp |
| Employer contribution / active EE | $5,309 | $2,878+84.5% | $2,722+95.1% | $2,078+155.5% |
| Participant deferral / active EE | $5,189 | $3,079+68.5% | $3,402+52.5% | $3,356+54.6% |
| Admin fee / account holder | $0 | $70-99.7% | $3,590-100.0% | $115-99.8% |