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 |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $4,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,295 | $95,542-4.4% | $69,455+31.4% | $67,579+35.1% |
| Participation rate | 67.5% | 79.4%-11.9pp | 74.6%-7.1pp | 71.3%-3.8pp |
| Annual return | 18.14% | 17.67%+0.5pp | 28.97%-10.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $5,143 | $2,989+72.1% | $2,779+85.1% | $2,148+139.5% |
| Participant deferral / active EE | $5,051 | $3,263+54.8% | $3,535+42.9% | $3,539+42.7% |
| Admin fee / account holder | $7 | $90-92.6% | $3,839-99.8% | $142-95.3% |