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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,190 |
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 | $52,370 | $79,124-33.8% | $60,874-14.0% | $64,808-19.2% |
| Participation rate | 92.6% | 77.7%+14.9pp | 73.1%+19.5pp | 71.5%+21.1pp |
| Annual return | -10.44% | -7.13%-3.3pp | 16.90%-27.3pp | 32.82%-43.3pp |
| Employer contribution / active EE | $4,785 | $3,050+56.9% | $2,701+77.1% | $2,506+90.9% |
| Participant deferral / active EE | $2,967 | $3,725-20.3% | $3,817-22.3% | $4,310-31.2% |
| Admin fee / account holder | $2 | $106-98.5% | $3,224-100.0% | $188-99.1% |