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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $79,156 |
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 | $205,850 | $65,908+212.3% | $81,812+151.6% | $77,643+165.1% |
| Participation rate | 94.9% | 65.8%+29.1pp | 72.3%+22.6pp | 70.6%+24.3pp |
| Annual return | 13.15% | 26.64%-13.5pp | 773.79%-760.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $11,219 | $2,370+373.3% | $2,912+285.2% | $2,726+311.6% |
| Participant deferral / active EE | $8,000 | $3,505+128.2% | $4,319+85.2% | $4,647+72.1% |
| Admin fee / account holder | $73 | $526-86.2% | $7,386-99.0% | $430-83.1% |