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 13 · EIN 13-1624203 | Contract Administrator | $145 |
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 | $52,490 | $68,408-23.3% | $57,179-8.2% | $57,658-9.0% |
| Participation rate | 93.5% | 79.1%+14.3pp | 75.3%+18.1pp | 70.2%+23.2pp |
| Annual return | 6.23% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.1pp |
| Employer contribution / active EE | $6,501 | $2,869+126.6% | $2,682+142.3% | $1,974+229.4% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $70-99.8% | $3,139-100.0% | $95-99.9% |