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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $110,356 | $65,322+68.9% | $70,449+56.6% | $73,488+50.2% |
| Participation rate | 99.4% | 77.0%+22.5pp | 75.1%+24.4pp | 70.7%+28.7pp |
| Annual return | 9.98% | 15.71%-5.7pp | 109.03%-99.0pp | 28.51%-18.5pp |
| Employer contribution / active EE | $1,366 | $2,460-44.5% | $2,737-50.1% | $2,270-39.8% |
| Participant deferral / active EE | $3,881 | $3,375+15.0% | $3,709+4.7% | $3,740+3.8% |
| Admin fee / account holder | $0 | $214-99.9% | $3,845-100.0% | $513-99.9% |