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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $7,782 |
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 | $62,024 | $51,769+19.8% | $57,343+8.2% | $52,331+18.5% |
| Participation rate | 95.2% | 75.2%+19.9pp | 75.1%+20.1pp | 68.1%+27.0pp |
| Annual return | 6.88% | 2.43%+4.5pp | 24.39%-17.5pp | 4.54%+2.3pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,686 | $2,794-3.9% | $3,162-15.1% | $3,022-11.1% |
| Admin fee / account holder | $42 | $295-85.9% | $3,356-98.8% | $592-93.0% |