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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $126,715 |
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 | $23,079 | $47,456-51.4% | $172,739-86.6% | $77,787-70.3% |
| Participation rate | 85.5% | 66.3%+19.2pp | 82.6%+2.8pp | 73.2%+12.3pp |
| Annual return | 21.89% | 35.57%-13.7pp | 802.84%-781.0pp | 32.57%-10.7pp |
| Employer contribution / active EE | $1,317 | $1,574-16.3% | $5,143-74.4% | $2,504-47.4% |
| Participant deferral / active EE | $1,909 | $2,560-25.4% | $5,198-63.3% | $3,967-51.9% |
| Admin fee / account holder | $40 | $81-50.1% | $13,954-99.7% | $100-59.7% |