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 15 · EIN 13-1624203 | Recordkeeping | $128 |
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 | $50,336 | $39,122+28.7% | $57,179-12.0% | $62,891-20.0% |
| Participation rate | 97.9% | 70.5%+27.4pp | 75.3%+22.5pp | 69.3%+28.6pp |
| Annual return | 1.07% | 9.23%-8.2pp | 14.59%-13.5pp | 20.14%-19.1pp |
| Employer contribution / active EE | $2,836 | $1,874+51.3% | $2,682+5.7% | $2,281+24.3% |
| Participant deferral / active EE | $4,313 | $2,374+81.7% | $3,096+39.3% | $3,203+34.6% |
| Admin fee / account holder | $2 | $2,592-99.9% | $3,139-99.9% | $4,296-100.0% |