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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $19,788 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,745 |
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 | $119,979 | $51,620+132.4% | $90,281+32.9% | $65,185+84.1% |
| Participation rate | 0.0% | 68.6%-68.6pp | 73.3%-73.3pp | 70.2%-70.2pp |
| Annual return | 17.36% | 24.94%-7.6pp | 78.10%-60.7pp | 29.38%-12.0pp |
| Employer contribution / active EE | $12,349 | $2,235+452.6% | $2,854+332.6% | $2,177+467.4% |
| Participant deferral / active EE | $5,010 | $2,871+74.5% | $3,885+28.9% | $3,514+42.6% |
| Admin fee / account holder | $49 | $384-87.2% | $5,351-99.1% | $847-94.2% |