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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $79 |
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 | $48,792 | $84,948-42.6% | $70,449-30.7% | $73,409-33.5% |
| Participation rate | 96.8% | 79.9%+16.9pp | 75.1%+21.8pp | 72.2%+24.6pp |
| Annual return | 6.74% | 13.39%-6.6pp | 109.03%-102.3pp | 59.29%-52.5pp |
| Employer contribution / active EE | $4,705 | $2,834+66.0% | $2,737+71.9% | $2,234+110.6% |
| Participant deferral / active EE | $2,800 | $3,387-17.3% | $3,709-24.5% | $3,805-26.4% |
| Admin fee / account holder | $0 | $98-99.9% | $3,845-100.0% | $158-99.9% |