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 | $5,731 |
Participant contribution per participant 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 | $25,737 | $74,706-65.5% | $75,696-66.0% | $79,386-67.6% |
| Participation rate | 95.9% | 75.3%+20.6pp | 74.8%+21.1pp | 70.7%+25.2pp |
| Annual return | 12.64% | 18.52%-5.9pp | 104.53%-91.9pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,529 | $2,590-2.3% | $2,743-7.8% | $2,427+4.2% |
| Participant deferral / active EE | $983 | $3,533-72.2% | $3,821-74.3% | $4,046-75.7% |
| Admin fee / account holder | $28 | $374-92.6% | $3,619-99.2% | $626-95.6% |