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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $809 |
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 | $88,692 | $44,873+97.6% | $79,464+11.6% | $56,287+57.6% |
| Participation rate | 98.6% | 68.7%+29.9pp | 73.3%+25.3pp | 69.9%+28.8pp |
| Annual return | -4.95% | 0.81%-5.8pp | 718.14%-723.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $7,520 | $2,140+251.4% | $2,800+168.5% | $2,111+256.2% |
| Participant deferral / active EE | $2,660 | $2,746-3.1% | $3,704-28.2% | $3,350-20.6% |
| Admin fee / account holder | $17 | $418-96.0% | $5,113-99.7% | $521-96.8% |