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 Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $17,004 |
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 | $98,904 | $57,976+70.6% | $62,995+57.0% | $62,292+58.8% |
| Participation rate | 97.1% | 75.9%+21.2pp | 74.8%+22.3pp | 69.5%+27.6pp |
| Annual return | 13.81% | 17.54%-3.7pp | 87.57%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $3,360 | $2,415+39.2% | $2,759+21.8% | $2,042+64.5% |
| Participant deferral / active EE | $6,614 | $2,956+123.8% | $3,329+98.7% | $3,169+108.7% |
| Admin fee / account holder | $47 | $276-83.0% | $3,600-98.7% | $479-90.2% |