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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $10,891 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL Service code 27 · EIN 84-6049400 | Advisory (Plan) | $6,782 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,471 | $65,322-33.5% | $70,449-38.3% | $73,488-40.8% |
| Participation rate | 95.0% | 77.0%+18.1pp | 75.1%+20.0pp | 70.7%+24.4pp |
| Annual return | 11.90% | 15.71%-3.8pp | 109.03%-97.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,303 | $3,375-2.1% | $3,709-10.9% | $3,740-11.7% |
| Admin fee / account holder | $48 | $214-77.7% | $3,845-98.8% | $513-90.7% |