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+ years Service code 14 · EIN 13-1624203 | Plan Administrator | $41 |
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 | $44,262 | $52,467-15.6% | $57,179-22.6% | $55,167-19.8% |
| Participation rate | 95.5% | 75.8%+19.7pp | 75.3%+20.2pp | 69.0%+26.5pp |
| Annual return | 4.72% | 7.72%-3.0pp | 14.59%-9.9pp | 169.23%-164.5pp |
| Employer contribution / active EE | $2,245 | $2,477-9.4% | $2,682-16.3% | $1,963+14.4% |
| Participant deferral / active EE | $2,046 | $2,830-27.7% | $3,096-33.9% | $3,054-33.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |