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 | $629 |
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 | $104,657 | $54,121+93.4% | $134,143-22.0% | $73,409+42.6% |
| Participation rate | 97.2% | 64.4%+32.8pp | 72.2%+25.0pp | 72.2%+25.0pp |
| Annual return | 3.77% | -312.52%+316.3pp | 36.33%-32.6pp | 59.29%-55.5pp |
| Employer contribution / active EE | $2,362 | $1,402+68.5% | $3,704-36.2% | $2,234+5.8% |
| Participant deferral / active EE | $4,568 | $2,844+60.6% | $3,499+30.6% | $3,805+20.0% |
| Admin fee / account holder | $1 | $132-99.5% | $6,684-100.0% | $158-99.6% |