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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $113,746 |
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 | $190,664 | $58,290+227.1% | $98,442+93.7% | $86,799+119.7% |
| Participation rate | 97.8% | 68.3%+29.5pp | 73.3%+24.5pp | 72.3%+25.5pp |
| Annual return | 14.26% | 43.48%-29.2pp | 1492.73%-1478.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $11,459 | $2,008+470.8% | $2,960+287.2% | $2,405+376.4% |
| Participant deferral / active EE | $8,562 | $3,152+171.6% | $4,276+100.2% | $4,131+107.3% |
| Admin fee / account holder | $111 | $138-19.6% | $5,949-98.1% | $170-34.7% |