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 Service code 15 · EIN 13-1624203 | Recordkeeping | $1,828 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,996 | $60,795-50.7% | $69,455-56.8% | $65,185-54.0% |
| Participation rate | 93.0% | 74.9%+18.2pp | 74.6%+18.4pp | 70.2%+22.8pp |
| Annual return | 13.97% | 17.46%-3.5pp | 28.97%-15.0pp | 29.38%-15.4pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $314-99.2% | $3,839-99.9% | $847-99.7% |