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 13 · EIN 13-1624203 | Contract Administrator | $187 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,176 | $44,873-77.3% | $79,464-87.2% | $56,287-81.9% |
| Participation rate | 97.0% | 68.7%+28.3pp | 73.3%+23.7pp | 69.9%+27.2pp |
| Annual return | 7.92% | 0.81%+7.1pp | 718.14%-710.2pp | -9.96%+17.9pp |
| Employer contribution / active EE | $1,785 | $2,140-16.6% | $2,800-36.2% | $2,111-15.4% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $418-99.7% | $5,113-100.0% | $521-99.8% |