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 |
|---|---|---|
TIAA6+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $725 |
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 | $20,577 | $61,156-66.4% | $185,823-88.9% | $79,386-74.1% |
| Participation rate | 94.3% | 66.6%+27.7pp | 81.7%+12.6pp | 70.7%+23.6pp |
| Annual return | 24.89% | 19.45%+5.4pp | 122.05%-97.2pp | 116.85%-92.0pp |
| Employer contribution / active EE | $3,042 | $2,321+31.1% | $5,167-41.1% | $2,427+25.3% |
| Participant deferral / active EE | $1,430 | $2,789-48.7% | $5,568-74.3% | $4,046-64.7% |
| Admin fee / account holder | $1 | $710-99.9% | $16,237-100.0% | $626-99.9% |