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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,140 | $64,705-7.1% | $62,929-4.4% | $67,986-11.5% |
| Participation rate | 96.3% | 65.6%+30.7pp | 73.1%+23.2pp | 57.2%+39.1pp |
| Annual return | 10.87% | 20.31%-9.4pp | 1063.93%-1053.1pp | 31.67%-20.8pp |
| Employer contribution / active EE | $4,077 | $2,376+71.6% | $2,505+62.8% | $2,019+102.0% |
| Participant deferral / active EE | $3,303 | $3,198+3.3% | $3,888-15.1% | $3,358-1.7% |
| Admin fee / account holder | $1 | $1,428-99.9% | $5,065-100.0% | $3,203-100.0% |