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 | $4,611 |
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 | $176,028 | $45,551+286.4% | $59,878+194.0% | - |
| Participation rate | 95.2% | 69.1%+26.1pp | 74.7%+20.5pp | - |
| Annual return | -2.68% | 11.07%-13.8pp | 3.46%-6.1pp | - |
| Employer contribution / active EE | $7,678 | $2,465+211.5% | $2,722+182.1% | - |
| Participant deferral / active EE | $5,203 | $2,507+107.5% | $3,402+52.9% | - |
| Admin fee / account holder | $31 | $6,446-99.5% | $3,590-99.1% | - |