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 | $13,151 |
Filed as: MML INVESTOR SERVICES, LLC Service code 27 · EIN 01-1900254 | Advisory (Plan) | $8,379 |
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 | $71,853 | $51,576+39.3% | $129,207-44.4% | $80,856-11.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 12.84% | 20.81%-8.0pp | 9417.33%-9404.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,640 | $1,584+66.7% | $4,153-36.4% | $2,755-4.2% |
| Participant deferral / active EE | $3,681 | $2,669+37.9% | $4,168-11.7% | $4,296-14.3% |
| Admin fee / account holder | $150 | $4,305-96.5% | $7,715-98.1% | $6,918-97.8% |