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 15 · EIN 13-1624203 | Recordkeeping | $5,270 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $971 |
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 | $48,158 | $46,173+4.3% | $170,442-71.7% | $69,631-30.8% |
| Participation rate | 96.7% | 63.9%+32.8pp | 83.6%+13.1pp | 70.7%+26.0pp |
| Annual return | 16.01% | 21.62%-5.6pp | 205.93%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,442 | $1,610-10.4% | $5,433-73.4% | $2,032-29.0% |
| Participant deferral / active EE | $2,748 | $2,080+32.1% | $4,939-44.4% | $3,224-14.8% |
| Admin fee / account holder | $29 | $116-74.8% | $13,880-99.8% | $110-73.5% |