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 |
|---|---|---|
TIAA5+ years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $14,104 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,338 | $54,237-79.1% | $90,281-87.4% | $67,579-83.2% |
| Participation rate | 96.5% | 68.6%+27.9pp | 73.3%+23.2pp | 71.3%+25.2pp |
| Annual return | 18.25% | 37.27%-19.0pp | 78.10%-59.8pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,456 | $1,846-21.1% | $2,854-49.0% | $2,148-32.2% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $29 | $123-76.6% | $5,351-99.5% | $142-79.7% |