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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,596 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,260 | $74,552-25.9% | $62,995-12.3% | $69,631-20.6% |
| Participation rate | 80.9% | 78.3%+2.7pp | 74.8%+6.1pp | 70.7%+10.2pp |
| Annual return | 11.83% | 15.77%-3.9pp | 87.57%-75.7pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $2,813 | $2,929-4.0% | $2,759+2.0% | $2,032+38.4% |
| Participant deferral / active EE | $3,607 | $2,974+21.3% | $3,329+8.3% | $3,224+11.9% |
| Admin fee / account holder | $26 | $59-55.5% | $3,600-99.3% | $110-76.1% |