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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,518 |
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 | $56,748 | $96,018-40.9% | $65,493-13.4% | $85,563-33.7% |
| Participation rate | 97.6% | 74.8%+22.8pp | 73.1%+24.5pp | 66.0%+31.6pp |
| Annual return | 11.23% | 14.51%-3.3pp | 982.45%-971.2pp | 31.51%-20.3pp |
| Employer contribution / active EE | $4,170 | $3,235+28.9% | $2,574+62.0% | $2,654+57.2% |
| Participant deferral / active EE | $3,021 | $4,055-25.5% | $3,961-23.7% | $4,375-30.9% |
| Admin fee / account holder | $6 | $271-97.7% | $5,028-99.9% | $834-99.2% |