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 13 · EIN 13-1624203 | Contract Administrator | $18 |
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 | $53,764 | $55,002-2.3% | $59,878-10.2% | $56,287-4.5% |
| Participation rate | 97.4% | 75.9%+21.5pp | 74.7%+22.7pp | 69.9%+27.5pp |
| Annual return | -1.30% | 1.13%-2.4pp | 3.46%-4.8pp | -9.96%+8.7pp |
| Employer contribution / active EE | $3,861 | $2,448+57.7% | $2,722+41.9% | $2,111+82.9% |
| Participant deferral / active EE | $2,884 | $3,121-7.6% | $3,402-15.2% | $3,350-13.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |