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 | $67,984+33.7% | $65,493+38.8% | $74,304+22.3% |
| Participation rate | 98.5% | 66.3%+32.2pp | 73.1%+25.4pp | 60.3%+38.2pp |
| Annual return | 11.70% | 19.87%-8.2pp | 982.45%-970.8pp | 29.43%-17.7pp |
| Employer contribution / active EE | $5,725 | $2,491+129.8% | $2,574+122.4% | $2,241+155.5% |
| Participant deferral / active EE | $7,183 | $3,346+114.6% | $3,961+81.3% | $3,767+90.7% |
| Admin fee / account holder | $1 | $1,373-99.9% | $5,028-100.0% | $2,969-100.0% |