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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $14,150 |
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 | $90,235 | $52,467+72.0% | $57,179+57.8% | $55,167+63.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.48% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,470 | $2,477+40.1% | $2,682+29.4% | $1,963+76.8% |
| Participant deferral / active EE | $6,377 | $2,830+125.3% | $3,096+106.0% | $3,054+108.8% |
| Admin fee / account holder | $39 | $269-85.4% | $3,139-98.8% | $504-92.2% |