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+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,191 | $38,925-76.4% | $73,843-87.6% | $55,191-83.3% |
| Participation rate | 99.3% | 66.0%+33.3pp | 73.4%+25.9pp | 69.2%+30.2pp |
| Annual return | 0.81% | 6.31%-5.5pp | 2267.84%-2267.0pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,260 | $1,695-25.6% | $2,787-54.8% | $1,899-33.6% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |