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 Service code 12 · EIN 13-1624203 | Contract Administrator; Recordkeeping... | $3,835 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,141 | $54,762+48.2% | $90,281-10.1% | $72,985+11.2% |
| Participation rate | 81.7% | 65.1%+16.5pp | 73.3%+8.4pp | 69.5%+12.2pp |
| Annual return | 23.85% | 30.63%-6.8pp | 78.10%-54.2pp | 81.00%-57.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,107 | $2,887+111.5% | $3,885+57.2% | $3,607+69.3% |
| Admin fee / account holder | $37 | $3,972-99.1% | $5,351-99.3% | $5,124-99.3% |