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 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $11,021 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,291 | $99,957-8.7% | $149,696-39.0% | $73,488+24.2% |
| Participation rate | 98.9% | 75.7%+23.2pp | 82.5%+16.4pp | 70.7%+28.2pp |
| Annual return | 12.94% | 53.87%-40.9pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,778 | $3,191-44.3% | $4,644-61.7% | $2,270-21.7% |
| Participant deferral / active EE | $2,822 | $6,073-53.5% | $6,842-58.8% | $3,740-24.5% |
| Admin fee / account holder | $85 | $551-84.6% | $9,309-99.1% | $513-83.4% |