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 |
|---|---|---|
TIAA3+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $7,368 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,398 | $46,100-77.4% | $86,590-88.0% | $69,631-85.1% |
| Participation rate | 87.4% | 67.2%+20.2pp | 73.5%+13.8pp | 70.7%+16.7pp |
| Annual return | 14.18% | 21.02%-6.8pp | 964.84%-950.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $377 | $1,850-79.6% | $2,839-86.7% | $2,032-81.5% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $15 | $94-83.7% | $4,906-99.7% | $110-86.2% |