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 | $88 |
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 | $151,975 | $74,552+103.9% | $62,995+141.2% | $69,631+118.3% |
| Participation rate | 99.0% | 78.3%+20.8pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 12.83% | 15.77%-2.9pp | 87.57%-74.7pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $7,026 | $2,929+139.9% | $2,759+154.7% | $2,032+245.8% |
| Participant deferral / active EE | $5,309 | $2,974+78.5% | $3,329+59.5% | $3,224+64.7% |
| Admin fee / account holder | $0 | $59-99.8% | $3,600-100.0% | $110-99.9% |