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 year Service code 15 · EIN 13-1624203 | Recordkeeping | $274 |
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 | $117,401 | $51,620+127.4% | $90,281+30.0% | $65,185+80.1% |
| Participation rate | 92.6% | 68.6%+24.0pp | 73.3%+19.3pp | 70.2%+22.4pp |
| Annual return | 16.36% | 24.94%-8.6pp | 78.10%-61.7pp | 29.38%-13.0pp |
| Employer contribution / active EE | $4,105 | $2,235+83.7% | $2,854+43.8% | $2,177+88.6% |
| Participant deferral / active EE | $5,522 | $2,871+92.4% | $3,885+42.1% | $3,514+57.2% |
| Admin fee / account holder | $0 | $384-99.9% | $5,351-100.0% | $847-100.0% |