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 7-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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $275 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $57,846 | $69,763-17.1% | $67,502-14.3% | $74,495-22.3% |
| Participation rate | 75.2% | 71.4%+3.9pp | 72.9%+2.4pp | 67.2%+8.0pp |
| Annual return | 13.37% | -40.34%+53.7pp | 3512.12%-3498.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,501 | $3,636-3.7% | $4,000-12.5% | $4,346-19.4% |
| Admin fee / account holder | $1 | $896-99.8% | $3,998-100.0% | $1,942-99.9% |