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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,823 | $58,264+114.2% | $86,612+44.1% | $71,457+74.7% |
| Participation rate | 0.0% | 65.0%-65.0pp | 71.7%-71.7pp | 67.9%-67.9pp |
| Annual return | 13.35% | 21.63%-8.3pp | 591.07%-577.7pp | 28.85%-15.5pp |
| Employer contribution / active EE | $6,080 | $2,574+136.2% | $3,022+101.1% | $2,588+134.9% |
| Participant deferral / active EE | $6,619 | $3,436+92.6% | $4,438+49.2% | $4,289+54.3% |
| Admin fee / account holder | $65 | $1,057-93.9% | $5,614-98.8% | $1,587-95.9% |