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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $10,846 |
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 | $110,715 | $84,948+30.3% | $70,449+57.2% | $73,409+50.8% |
| Participation rate | 70.8% | 79.9%-9.2pp | 75.1%-4.3pp | 72.2%-1.4pp |
| Annual return | 13.98% | 13.39%+0.6pp | 109.03%-95.0pp | 59.29%-45.3pp |
| Employer contribution / active EE | $5,690 | $2,834+100.8% | $2,737+107.9% | $2,234+154.8% |
| Participant deferral / active EE | $5,451 | $3,387+60.9% | $3,709+47.0% | $3,805+43.2% |
| Admin fee / account holder | $18 | $98-81.4% | $3,845-99.5% | $158-88.4% |