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 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,135 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,499 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,748 | $60,989+16.0% | $60,874+16.2% | $66,914+5.7% |
| Participation rate | 76.2% | 74.5%+1.8pp | 73.1%+3.1pp | 69.8%+6.4pp |
| Annual return | -17.16% | -9.60%-7.6pp | 16.90%-34.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,687 | $2,661+38.6% | $2,701+36.5% | $2,544+44.9% |
| Participant deferral / active EE | $5,604 | $3,615+55.0% | $3,817+46.8% | $4,237+32.3% |
| Admin fee / account holder | $67 | $338-80.2% | $3,224-97.9% | $593-88.7% |