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 | $67,984-11.5% | $65,493-8.2% | $74,304-19.1% |
| Participation rate | 96.3% | 66.3%+30.0pp | 73.1%+23.2pp | 60.3%+36.0pp |
| Annual return | 10.87% | 19.87%-9.0pp | 982.45%-971.6pp | 29.43%-18.6pp |
| Employer contribution / active EE | $4,077 | $2,491+63.6% | $2,574+58.4% | $2,241+81.9% |
| Participant deferral / active EE | $3,303 | $3,346-1.3% | $3,961-16.6% | $3,767-12.3% |
| Admin fee / account holder | $1 | $1,373-99.9% | $5,028-100.0% | $2,969-100.0% |