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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $171 |
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 | $72,209 | $43,423+66.3% | $78,689-8.2% | $55,167+30.9% |
| Participation rate | 99.3% | 68.0%+31.2pp | 73.6%+25.7pp | 69.0%+30.3pp |
| Annual return | 7.20% | 11.53%-4.3pp | 62.18%-55.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $8,962 | $1,997+348.8% | $2,851+214.4% | $1,963+356.6% |
| Participant deferral / active EE | $5,584 | $2,509+122.6% | $3,517+58.8% | $3,054+82.8% |
| Admin fee / account holder | $0 | $416-99.9% | $4,510-100.0% | $504-99.9% |