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 12 · EIN 13-1624203 | Claims processing | $0 |
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 | $151,268 | $79,558+90.1% | $115,037+31.5% | $67,505+124.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 81.4%+18.6pp | 71.2%+28.8pp |
| Annual return | 1.07% | 4.65%-3.6pp | 26.14%-25.1pp | 6.52%-5.5pp |
| Employer contribution / active EE | $10,939 | $2,529+332.5% | $4,608+137.4% | $2,173+403.5% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,026-100.0% | $3,597-100.0% |
| Admin fee / account holder | $1 | $60-98.6% | $8,175-100.0% | $56-98.5% |