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 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $13,902 |
Filed as: KESTRA INVESTMENT SERVICES Service code 26 · EIN 74-2794194 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746 | Advisory (Participants) | $7,166 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,964 | $47,977-52.1% | $154,107-85.1% | $56,287-59.2% |
| Participation rate | 96.2% | 66.2%+30.0pp | 83.0%+13.1pp | 69.9%+26.3pp |
| Annual return | 7.91% | 3.54%+4.4pp | 735.12%-727.2pp | -9.96%+17.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $448 | $2,392-81.3% | $5,081-91.2% | $3,350-86.6% |
| Admin fee / account holder | $139 | $438-68.3% | $13,411-99.0% | $521-73.4% |