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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $35,831 |
LUCIA SECURITIES1 year Service code 28 · EIN 27-1742056 | Investment Management | $12,730 |
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 | $46,743 | $55,002-15.0% | $59,878-21.9% | $56,287-17.0% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.7%+24.5pp | 69.9%+29.4pp |
| Annual return | -5.74% | 1.13%-6.9pp | 3.46%-9.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,278 | $2,448-6.9% | $2,722-16.3% | $2,111+7.9% |
| Participant deferral / active EE | $4,896 | $3,121+56.9% | $3,402+43.9% | $3,350+46.2% |
| Admin fee / account holder | $267 | $236+13.2% | $3,590-92.6% | $521-48.8% |