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+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,702 |
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 | $39,826 | $68,408-41.8% | $57,179-30.3% | $57,658-30.9% |
| Participation rate | 83.0% | 79.1%+3.8pp | 75.3%+7.6pp | 70.2%+12.7pp |
| Annual return | 9.62% | 8.51%+1.1pp | 14.59%-5.0pp | 5.13%+4.5pp |
| Employer contribution / active EE | $2,244 | $2,869-21.8% | $2,682-16.4% | $1,974+13.7% |
| Participant deferral / active EE | $6,699 | $2,903+130.8% | $3,096+116.4% | $3,061+118.9% |
| Admin fee / account holder | $10 | $70-85.5% | $3,139-99.7% | $95-89.3% |