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 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $7,532 |
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 | $52,433 | $68,408-23.4% | $57,179-8.3% | $57,658-9.1% |
| Participation rate | 94.6% | 79.1%+15.5pp | 75.3%+19.3pp | 70.2%+24.4pp |
| Annual return | 5.59% | 8.51%-2.9pp | 14.59%-9.0pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,397 | $2,869-51.3% | $2,682-47.9% | $1,974-29.2% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $24 | $70-65.8% | $3,139-99.2% | $95-74.8% |