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 13 · EIN 13-1624203 | Contract Administrator | $533 |
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 | $61,414 | $74,552-17.6% | $62,995-2.5% | $69,631-11.8% |
| Participation rate | 99.6% | 78.3%+21.3pp | 74.8%+24.8pp | 70.7%+28.9pp |
| Annual return | 16.73% | 15.77%+1.0pp | 87.57%-70.8pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $7,557 | $2,929+158.0% | $2,759+173.9% | $2,032+271.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1 | $59-98.8% | $3,600-100.0% | $110-99.4% |