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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $932 |
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 | $41,014 | $55,453-26.0% | $170,442-75.9% | $62,292-34.2% |
| Participation rate | 74.0% | 66.4%+7.6pp | 83.6%-9.6pp | 69.5%+4.5pp |
| Annual return | 15.33% | 21.38%-6.0pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,542 | $2,164-28.7% | $5,433-71.6% | $2,042-24.5% |
| Participant deferral / active EE | $2,283 | $2,303-0.9% | $4,939-53.8% | $3,169-28.0% |
| Admin fee / account holder | $7 | $455-98.4% | $13,880-99.9% | $479-98.5% |