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 |
|---|---|---|
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $80,550 |
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $22,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,063 | $79,124+27.7% | $60,874+66.0% | $64,808+55.9% |
| Participation rate | 64.8% | 77.7%-13.0pp | 73.1%-8.3pp | 71.5%-6.7pp |
| Annual return | -14.18% | -7.13%-7.1pp | 16.90%-31.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $4,932 | $3,050+61.7% | $2,701+82.6% | $2,506+96.8% |
| Participant deferral / active EE | $5,391 | $3,725+44.7% | $3,817+41.2% | $4,310+25.1% |
| Admin fee / account holder | $167 | $106+58.5% | $3,224-94.8% | $188-10.8% |