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 15 · EIN 13-1624203 | Recordkeeping | $76,281 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,995 | $68,408+98.8% | $57,179+137.8% | $57,658+135.9% |
| Participation rate | 99.7% | 79.1%+20.5pp | 75.3%+24.3pp | 70.2%+29.4pp |
| Annual return | 1.38% | 8.51%-7.1pp | 14.59%-13.2pp | 5.13%-3.7pp |
| Employer contribution / active EE | $6,969 | $2,869+142.9% | $2,682+159.8% | $1,974+253.1% |
| Participant deferral / active EE | $4,699 | $2,903+61.8% | $3,096+51.8% | $3,061+53.5% |
| Admin fee / account holder | $126 | $70+80.7% | $3,139-96.0% | $95+33.2% |