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 | $9,615 |
Participant contribution per participant 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 | $51,723 | $73,102-29.2% | $123,544-58.1% | $56,287-8.1% |
| Participation rate | 94.4% | 74.3%+20.1pp | 82.3%+12.1pp | 69.9%+24.5pp |
| Annual return | -2.20% | 3.01%-5.2pp | 119.20%-121.4pp | -9.96%+7.8pp |
| Employer contribution / active EE | $4,668 | $2,977+56.8% | $4,628+0.9% | $2,111+121.1% |
| Participant deferral / active EE | $2,450 | $5,423-54.8% | $6,426-61.9% | $3,350-26.9% |
| Admin fee / account holder | $28 | $554-94.9% | $9,284-99.7% | $521-94.6% |