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 15 · EIN 13-1624203 | Recordkeeping | $375 |
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 | $90,879 | $64,705+40.5% | $62,929+44.4% | $67,986+33.7% |
| Participation rate | 98.5% | 65.6%+32.9pp | 73.1%+25.4pp | 57.2%+41.3pp |
| Annual return | 11.70% | 20.31%-8.6pp | 1063.93%-1052.2pp | 31.67%-20.0pp |
| Employer contribution / active EE | $5,725 | $2,376+141.0% | $2,505+128.6% | $2,019+183.6% |
| Participant deferral / active EE | $7,183 | $3,198+124.6% | $3,888+84.7% | $3,358+113.9% |
| Admin fee / account holder | $1 | $1,428-99.9% | $5,065-100.0% | $3,203-100.0% |