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 | $13,908 |
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 | $56,315 | $55,415+1.6% | $155,509-63.8% | $74,495-24.4% |
| Participation rate | 91.6% | 61.9%+29.7pp | 78.2%+13.4pp | 67.2%+24.4pp |
| Annual return | 14.25% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,836 | $2,267-19.0% | $4,672-60.7% | $2,623-30.0% |
| Participant deferral / active EE | $4,834 | $2,836+70.5% | $5,626-14.1% | $4,346+11.2% |
| Admin fee / account holder | $52 | $1,738-97.0% | $15,912-99.7% | $1,942-97.3% |