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 15 · EIN 13-1624203 | Recordkeeping | $28,489 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,922 |
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 | $115,223 | $51,197+125.1% | $82,719+39.3% | $66,914+72.2% |
| Participation rate | 0.0% | 67.8%-67.8pp | 72.6%-72.6pp | 69.8%-69.8pp |
| Annual return | -11.05% | -9.64%-1.4pp | 701.18%-712.2pp | 1.58%-12.6pp |
| Employer contribution / active EE | $6,007 | $2,611+130.1% | $3,009+99.6% | $2,544+136.1% |
| Participant deferral / active EE | $6,183 | $3,458+78.8% | $4,395+40.7% | $4,237+45.9% |
| Admin fee / account holder | $88 | $416-78.8% | $5,329-98.3% | $593-85.2% |