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 18 · EIN 13-1624203 | Custodial (other than securities) | $13,417 |
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 | $64,021 | $43,327+47.8% | $59,878+6.9% | $64,186-0.3% |
| Participation rate | 99.0% | 69.2%+29.8pp | 74.7%+24.3pp | 69.6%+29.4pp |
| Annual return | 10.54% | -1.55%+12.1pp | 3.46%+7.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $3,215 | $2,028+58.5% | $2,722+18.1% | $2,381+35.0% |
| Participant deferral / active EE | $4,150 | $2,546+63.0% | $3,402+22.0% | $3,470+19.6% |
| Admin fee / account holder | $60 | $3,005-98.0% | $3,590-98.3% | $4,888-98.8% |