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+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $45 |
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 | $56,052 | $39,122+43.3% | $57,179-2.0% | $62,891-10.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.03% | 9.23%-6.2pp | 14.59%-11.6pp | 20.14%-17.1pp |
| Employer contribution / active EE | $2,925 | $1,874+56.1% | $2,682+9.0% | $2,281+28.2% |
| Participant deferral / active EE | $3,805 | $2,374+60.3% | $3,096+22.9% | $3,203+18.8% |
| Admin fee / account holder | $15 | $2,592-99.4% | $3,139-99.5% | $4,296-99.6% |