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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,518 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,940 |
TIAA1 year Filed as: TIAA - TEACHERS INS AND ANNUITY ASS Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $78,092 | $60,124+29.9% | $90,404-13.6% | $79,858-2.2% |
| Participation rate | 87.2% | 65.0%+22.3pp | 72.7%+14.6pp | 69.6%+17.6pp |
| Annual return | 16.80% | 71.94%-55.1pp | 1293.02%-1276.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,374 | $2,068-33.5% | $3,262-57.9% | $2,471-44.4% |
| Participant deferral / active EE | $2,676 | $2,938-8.9% | $3,963-32.5% | $3,740-28.5% |
| Admin fee / account holder | $32 | $3,976-99.2% | $5,611-99.4% | $5,306-99.4% |