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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $14,925 |
SYNTRINSIC INVESTMENT COUNCIL, LLC3 years Filed as: SYNTRINSIC INVESTMENT COUNSEL Service code 27 · EIN 84-6049400 | Advisory (Plan) | $8,893 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,462 | $74,706-44.5% | $75,696-45.2% | $79,386-47.8% |
| Participation rate | 95.7% | 75.3%+20.4pp | 74.8%+20.9pp | 70.7%+25.0pp |
| Annual return | 11.98% | 18.52%-6.5pp | 104.53%-92.5pp | 116.85%-104.9pp |
| Employer contribution / active EE | $214 | $2,590-91.7% | $2,743-92.2% | $2,427-91.2% |
| Participant deferral / active EE | $2,459 | $3,533-30.4% | $3,821-35.6% | $4,046-39.2% |
| Admin fee / account holder | $58 | $374-84.4% | $3,619-98.4% | $626-90.7% |