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 | $42,601 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $30,264 |
TIAA2 years 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 | $82,278 | $65,409+25.8% | $98,442-16.4% | $85,850-4.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.98% | 21.76%-4.8pp | 1492.73%-1475.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $3,360 | $2,168+55.0% | $2,960+13.5% | $2,565+31.0% |
| Participant deferral / active EE | $6,728 | $3,166+112.5% | $4,276+57.3% | $3,952+70.3% |
| Admin fee / account holder | $220 | $4,593-95.2% | $5,949-96.3% | $6,260-96.5% |