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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,668 |
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 | $63,717 | $84,948-25.0% | $70,449-9.6% | $73,409-13.2% |
| Participation rate | 99.2% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+27.0pp |
| Annual return | 15.50% | 13.39%+2.1pp | 109.03%-93.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,817 | $2,834-35.9% | $2,737-33.6% | $2,234-18.6% |
| Participant deferral / active EE | $2,391 | $3,387-29.4% | $3,709-35.5% | $3,805-37.2% |
| Admin fee / account holder | $23 | $98-76.5% | $3,845-99.4% | $158-85.4% |