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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $992 |
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 | $156,487 | $84,948+84.2% | $70,449+122.1% | $73,409+113.2% |
| Participation rate | 99.0% | 79.9%+19.1pp | 75.1%+23.9pp | 72.2%+26.8pp |
| Annual return | 5.18% | 13.39%-8.2pp | 109.03%-103.8pp | 59.29%-54.1pp |
| Employer contribution / active EE | $7,622 | $2,834+169.0% | $2,737+178.5% | $2,234+241.3% |
| Participant deferral / active EE | $5,795 | $3,387+71.1% | $3,709+56.3% | $3,805+52.3% |
| Admin fee / account holder | $1 | $98-98.6% | $3,845-100.0% | $158-99.1% |