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 | $487 |
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 | $53,502 | $57,976-7.7% | $62,995-15.1% | $62,292-14.1% |
| Participation rate | 99.1% | 75.9%+23.1pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 10.18% | 17.54%-7.4pp | 87.57%-77.4pp | 28.90%-18.7pp |
| Employer contribution / active EE | $2,874 | $2,415+19.0% | $2,759+4.2% | $2,042+40.8% |
| Participant deferral / active EE | $3,819 | $2,956+29.2% | $3,329+14.7% | $3,169+20.5% |
| Admin fee / account holder | $6 | $276-97.7% | $3,600-99.8% | $479-98.7% |