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 | $88,599 |
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 | $165,038 | $52,670+213.3% | $90,404+82.6% | $73,409+124.8% |
| Participation rate | 99.6% | 67.7%+31.9pp | 72.7%+26.9pp | 72.2%+27.4pp |
| Annual return | 14.95% | 20.70%-5.8pp | 1293.02%-1278.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $11,797 | $1,872+530.3% | $3,262+261.7% | $2,234+428.2% |
| Participant deferral / active EE | $8,118 | $2,807+189.2% | $3,963+104.8% | $3,805+113.3% |
| Admin fee / account holder | $87 | $117-25.3% | $5,611-98.4% | $158-44.7% |