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 Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $8,600 |
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 | $62,143 | $45,035+38.0% | $62,995-1.4% | $70,131-11.4% |
| Participation rate | 96.9% | 69.5%+27.4pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 11.82% | 18.76%-6.9pp | 87.57%-75.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,979 | $2,051+45.2% | $2,759+8.0% | $2,342+27.2% |
| Participant deferral / active EE | $4,298 | $2,465+74.4% | $3,329+29.1% | $3,332+29.0% |
| Admin fee / account holder | $40 | $2,834-98.6% | $3,600-98.9% | $4,645-99.1% |