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 | $1,517 |
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 | $93,866 | $95,542-1.8% | $69,455+35.1% | $67,579+38.9% |
| Participation rate | 98.3% | 79.4%+19.0pp | 74.6%+23.7pp | 71.3%+27.1pp |
| Annual return | 17.77% | 17.67%+0.1pp | 28.97%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $3,787 | $2,989+26.7% | $2,779+36.3% | $2,148+76.3% |
| Participant deferral / active EE | $4,330 | $3,263+32.7% | $3,535+22.5% | $3,539+22.3% |
| Admin fee / account holder | $2 | $90-98.2% | $3,839-100.0% | $142-98.9% |