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 | $6,142 |
Filed as: FIDELITY INV INS OPERATIONS CO INC. Service code 60 | Sub-TA Fees | $0 |
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 | $155,649 | $45,035+245.6% | $62,995+147.1% | $70,131+121.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 60.93% | 18.76%+42.2pp | 87.57%-26.6pp | 73.14%-12.2pp |
| Employer contribution / active EE | $11,257 | $2,051+448.8% | $2,759+308.0% | $2,342+380.6% |
| Participant deferral / active EE | $6,536 | $2,465+165.2% | $3,329+96.3% | $3,332+96.2% |
| Admin fee / account holder | $37 | $2,834-98.7% | $3,600-99.0% | $4,645-99.2% |