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 15 · EIN 13-1624203 | Recordkeeping | $16,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,165 | $60,795-12.5% | $69,455-23.5% | $65,185-18.4% |
| Participation rate | 62.7% | 74.9%-12.1pp | 74.6%-11.9pp | 70.2%-7.5pp |
| Annual return | 30.79% | 17.46%+13.3pp | 28.97%+1.8pp | 29.38%+1.4pp |
| Employer contribution / active EE | $2,484 | $2,452+1.3% | $2,779-10.6% | $2,177+14.1% |
| Participant deferral / active EE | $1,715 | $3,162-45.7% | $3,535-51.5% | $3,514-51.2% |
| Admin fee / account holder | $100 | $314-68.0% | $3,839-97.4% | $847-88.1% |