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 9-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 Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $9,463 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $6,868 |
NFP RETIREMENT INC1 year Filed as: NFP (KESTRA ADVISORY SERVICES) Service code 27 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $6,453 |
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 | $47,932 | $84,948-43.6% | $70,449-32.0% | $73,409-34.7% |
| Participation rate | 28.7% | 79.9%-51.3pp | 75.1%-46.4pp | 72.2%-43.5pp |
| Annual return | 15.63% | 13.39%+2.2pp | 109.03%-93.4pp | 59.29%-43.7pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,666 | $3,387-50.8% | $3,709-55.1% | $3,805-56.2% |
| Admin fee / account holder | $57 | $98-42.4% | $3,845-98.5% | $158-64.2% |