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 15 · EIN 13-1624203 | Recordkeeping | $34,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,622 |
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 | $140,115 | $63,745+119.8% | $98,442+42.3% | $79,386+76.5% |
| Participation rate | 0.0% | 69.9%-69.9pp | 73.3%-73.3pp | 70.7%-70.7pp |
| Annual return | 12.36% | 625.80%-613.4pp | 1492.73%-1480.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $6,218 | $2,557+143.2% | $2,960+110.1% | $2,427+156.1% |
| Participant deferral / active EE | $5,534 | $3,303+67.5% | $4,276+29.4% | $4,046+36.8% |
| Admin fee / account holder | $100 | $516-80.7% | $5,949-98.3% | $626-84.1% |