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 | $76,645 |
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 | $186,626 | $52,208+257.5% | $86,612+115.5% | $74,419+150.8% |
| Participation rate | 90.8% | 66.3%+24.4pp | 71.7%+19.1pp | 70.7%+20.0pp |
| Annual return | 16.71% | 44.46%-27.8pp | 591.07%-574.4pp | 34.38%-17.7pp |
| Employer contribution / active EE | $10,254 | $2,282+349.3% | $3,022+239.3% | $2,637+288.8% |
| Participant deferral / active EE | $7,825 | $3,383+131.3% | $4,438+76.3% | $4,528+72.8% |
| Admin fee / account holder | $73 | $319-77.2% | $5,614-98.7% | $348-79.1% |