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 15 · EIN 13-1624203 | Recordkeeping | $854 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,270 | $94,833-38.6% | $75,696-23.0% | $86,799-32.9% |
| Participation rate | 96.8% | 79.1%+17.7pp | 74.8%+22.0pp | 72.3%+24.5pp |
| Annual return | 21.98% | 16.91%+5.1pp | 104.53%-82.6pp | 97.91%-75.9pp |
| Employer contribution / active EE | $4,744 | $2,904+63.3% | $2,743+73.0% | $2,405+97.2% |
| Participant deferral / active EE | $2,782 | $3,632-23.4% | $3,821-27.2% | $4,131-32.7% |
| Admin fee / account holder | $1 | $109-98.9% | $3,619-100.0% | $170-99.3% |