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 15 · EIN 13-1624203 | Recordkeeping | $63,721 |
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 | $31,644 | $41,256-23.3% | $86,590-63.5% | $77,958-59.4% |
| Participation rate | 77.1% | 63.0%+14.1pp | 73.5%+3.5pp | 71.6%+5.4pp |
| Annual return | 14.91% | 17.67%-2.8pp | 964.84%-949.9pp | 20.87%-6.0pp |
| Employer contribution / active EE | $1,441 | $1,613-10.7% | $2,839-49.3% | $2,310-37.7% |
| Participant deferral / active EE | $993 | $2,332-57.4% | $3,609-72.5% | $3,537-71.9% |
| Admin fee / account holder | $39 | $71-45.5% | $4,906-99.2% | $97-60.4% |