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 15 · EIN 13-1624203 | Recordkeeping | $48,523 |
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 | $29,649 | $34,495-14.0% | $78,689-62.3% | $63,975-53.7% |
| Participation rate | 75.5% | 60.8%+14.7pp | 73.6%+2.0pp | 71.1%+4.4pp |
| Annual return | 7.00% | 11.62%-4.6pp | 62.18%-55.2pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,252 | $1,398-10.5% | $2,851-56.1% | $2,182-42.6% |
| Participant deferral / active EE | $916 | $2,100-56.4% | $3,517-73.9% | $3,356-72.7% |
| Admin fee / account holder | $31 | $68-54.1% | $4,510-99.3% | $70-55.7% |