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 64 · EIN 13-1624203 | Recordkeeping Fees | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,652 | $51,576+25.4% | $129,207-50.0% | $80,856-20.0% |
| Participation rate | 73.5% | 57.0%+16.5pp | 69.6%+3.9pp | 67.6%+5.9pp |
| Annual return | 9.46% | 20.81%-11.3pp | 9417.33%-9407.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $799 | $1,584-49.5% | $4,153-80.8% | $2,755-71.0% |
| Participant deferral / active EE | $2,673 | $2,669+0.2% | $4,168-35.9% | $4,296-37.8% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |