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+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,328 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,716 | $68,408+0.5% | $57,179+20.2% | $57,658+19.2% |
| Participation rate | 97.6% | 79.1%+18.5pp | 75.3%+22.3pp | 70.2%+27.4pp |
| Annual return | 0.68% | 8.51%-7.8pp | 14.59%-13.9pp | 5.13%-4.5pp |
| Employer contribution / active EE | $3,280 | $2,869+14.3% | $2,682+22.3% | $1,974+66.2% |
| Participant deferral / active EE | $4,370 | $2,903+50.5% | $3,096+41.1% | $3,061+42.8% |
| Admin fee / account holder | $15 | $70-77.9% | $3,139-99.5% | $95-83.7% |