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 | $641 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,835 | $74,552+33.9% | $62,995+58.5% | $69,631+43.4% |
| Participation rate | 99.9% | 78.3%+21.6pp | 74.8%+25.0pp | 70.7%+29.2pp |
| Annual return | 13.06% | 15.77%-2.7pp | 87.57%-74.5pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $5,146 | $2,929+75.7% | $2,759+86.5% | $2,032+153.2% |
| Participant deferral / active EE | $2,260 | $2,974-24.0% | $3,329-32.1% | $3,224-29.9% |
| Admin fee / account holder | $0 | $59-99.4% | $3,600-100.0% | $110-99.7% |