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 | $3,760 |
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 | $94,458 | $49,227+91.9% | $70,449+34.1% | $79,858+18.3% |
| Participation rate | 72.7% | 69.2%+3.6pp | 75.1%-2.3pp | 69.6%+3.1pp |
| Annual return | 14.29% | 30.06%-15.8pp | 109.03%-94.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,208 | $2,099+5.2% | $2,737-19.3% | $2,471-10.7% |
| Participant deferral / active EE | $3,616 | $2,768+30.6% | $3,709-2.5% | $3,740-3.3% |
| Admin fee / account holder | $36 | $2,878-98.7% | $3,845-99.1% | $5,306-99.3% |