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 15 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $2,999 |
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 | $69,256 | $80,753-14.2% | $136,294-49.2% | $62,292+11.2% |
| Participation rate | 99.0% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 18.80% | 35.83%-17.0pp | 5155.94%-5137.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $3,097 | $2,884+7.4% | $4,695-34.1% | $2,042+51.6% |
| Participant deferral / active EE | $4,696 | $5,164-9.1% | $6,247-24.8% | $3,169+48.2% |
| Admin fee / account holder | $16 | $525-96.9% | $9,243-99.8% | $479-96.6% |