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 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $3,869 |
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 | $103,111 | $89,355+15.4% | $141,162-27.0% | $72,985+41.3% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 60.97% | 111.85%-50.9pp | 71.39%-10.4pp | 81.00%-20.0pp |
| Employer contribution / active EE | $5,396 | $3,114+73.3% | $4,735+14.0% | $2,440+121.2% |
| Participant deferral / active EE | $6,351 | $5,418+17.2% | $6,709-5.3% | $3,607+76.0% |
| Admin fee / account holder | $24 | $5,958-99.6% | $10,261-99.8% | $5,124-99.5% |