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 9-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 64 · EIN 13-1624203 | Recordkeeping Fees | $12,760 |
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 | $48,481 | $60,989-20.5% | $60,874-20.4% | $66,914-27.5% |
| Participation rate | 81.3% | 74.5%+6.8pp | 73.1%+8.2pp | 69.8%+11.5pp |
| Annual return | -14.11% | -9.60%-4.5pp | 16.90%-31.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,957 | $3,615+37.1% | $3,817+29.9% | $4,237+17.0% |
| Admin fee / account holder | $32 | $338-90.5% | $3,224-99.0% | $593-94.6% |