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 | $8,412 |
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 | $34,364 | $65,322-47.4% | $70,449-51.2% | $73,488-53.2% |
| Participation rate | 74.3% | 77.0%-2.7pp | 75.1%-0.8pp | 70.7%+3.6pp |
| Annual return | 18.42% | 15.71%+2.7pp | 109.03%-90.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,350 | $2,460-45.1% | $2,737-50.7% | $2,270-40.5% |
| Participant deferral / active EE | $2,091 | $3,375-38.0% | $3,709-43.6% | $3,740-44.1% |
| Admin fee / account holder | $29 | $214-86.4% | $3,845-99.2% | $513-94.3% |