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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,391 |
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 | $68,901 | $96,018-28.2% | $65,493+5.2% | $85,563-19.5% |
| Participation rate | 98.0% | 74.8%+23.2pp | 73.1%+24.9pp | 66.0%+32.1pp |
| Annual return | 9.04% | 14.51%-5.5pp | 982.45%-973.4pp | 31.51%-22.5pp |
| Employer contribution / active EE | $2,959 | $3,235-8.5% | $2,574+15.0% | $2,654+11.5% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $44 | $271-83.7% | $5,028-99.1% | $834-94.7% |