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 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,122 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,530 | $45,073+87.5% | $69,455+21.7% | $72,985+15.8% |
| Participation rate | 73.1% | 68.5%+4.6pp | 74.6%-1.5pp | 69.5%+3.6pp |
| Annual return | 41.58% | 22.65%+18.9pp | 28.97%+12.6pp | 81.00%-39.4pp |
| Employer contribution / active EE | $2,155 | $2,054+4.9% | $2,779-22.5% | $2,440-11.7% |
| Participant deferral / active EE | $3,415 | $2,602+31.2% | $3,535-3.4% | $3,607-5.3% |
| Admin fee / account holder | $31 | $3,056-99.0% | $3,839-99.2% | $5,124-99.4% |