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 | $50,686 |
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 | $144,639 | $54,237+166.7% | $90,281+60.2% | $67,579+114.0% |
| Participation rate | 99.8% | 68.6%+31.2pp | 73.3%+26.5pp | 71.3%+28.5pp |
| Annual return | 21.24% | 37.27%-16.0pp | 78.10%-56.9pp | 378.56%-357.3pp |
| Employer contribution / active EE | $11,819 | $1,846+540.3% | $2,854+314.0% | $2,148+450.3% |
| Participant deferral / active EE | $7,909 | $2,625+201.3% | $3,885+103.6% | $3,539+123.5% |
| Admin fee / account holder | $50 | $123-59.3% | $5,351-99.1% | $142-64.7% |