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 64 · EIN 13-1624203 | Recordkeeping Fees | $9,086 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,719 | $45,035+50.4% | $62,995+7.5% | $70,131-3.4% |
| Participation rate | 99.0% | 69.5%+29.4pp | 74.8%+24.2pp | 69.5%+29.4pp |
| Annual return | 15.60% | 18.76%-3.2pp | 87.57%-72.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $4,658 | $2,051+127.1% | $2,759+68.8% | $2,342+98.9% |
| Participant deferral / active EE | $9,418 | $2,465+282.1% | $3,329+182.9% | $3,332+182.7% |
| Admin fee / account holder | $36 | $2,834-98.7% | $3,600-99.0% | $4,645-99.2% |