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 |
|---|---|---|
TIAA3+ years Service code 62 · EIN 13-1624203 | Float revenue | $11,309 |
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 | $78,897 | $55,002+43.4% | $59,878+31.8% | $56,287+40.2% |
| Participation rate | 95.9% | 75.9%+20.0pp | 74.7%+21.2pp | 69.9%+26.0pp |
| Annual return | 11.44% | 1.13%+10.3pp | 3.46%+8.0pp | -9.96%+21.4pp |
| Employer contribution / active EE | $3,790 | $2,448+54.8% | $2,722+39.3% | $2,111+79.6% |
| Participant deferral / active EE | $4,521 | $3,121+44.9% | $3,402+32.9% | $3,350+35.0% |
| Admin fee / account holder | $29 | $236-87.9% | $3,590-99.2% | $521-94.5% |