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 |
|---|---|---|
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $1,294 |
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 | $52,091 | $52,670-1.1% | $90,404-42.4% | $73,409-29.0% |
| Participation rate | 95.9% | 67.7%+28.3pp | 72.7%+23.3pp | 72.2%+23.8pp |
| Annual return | 39.03% | 20.70%+18.3pp | 1293.02%-1254.0pp | 59.29%-20.3pp |
| Employer contribution / active EE | $1,853 | $1,872-1.0% | $3,262-43.2% | $2,234-17.0% |
| Participant deferral / active EE | $2,239 | $2,807-20.2% | $3,963-43.5% | $3,805-41.2% |
| Admin fee / account holder | $2 | $117-98.1% | $5,611-100.0% | $158-98.6% |