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 | $5,416 |
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 | $54,347 | $57,976-6.3% | $62,995-13.7% | $62,292-12.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.97% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,866 | $2,415+18.7% | $2,759+3.9% | $2,042+40.3% |
| Participant deferral / active EE | $3,888 | $2,956+31.5% | $3,329+16.8% | $3,169+22.7% |
| Admin fee / account holder | $13 | $276-95.2% | $3,600-99.6% | $479-97.2% |