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 | $1,936 |
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 | $55,161 | $45,035+22.5% | $62,995-12.4% | $70,131-21.3% |
| Participation rate | 98.7% | 69.5%+29.2pp | 74.8%+23.9pp | 69.5%+29.1pp |
| Annual return | 11.96% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,050 | $2,0510% | $2,759-25.7% | $2,342-12.5% |
| Participant deferral / active EE | $3,378 | $2,465+37.1% | $3,329+1.5% | $3,332+1.4% |
| Admin fee / account holder | $29 | $2,834-99.0% | $3,600-99.2% | $4,645-99.4% |