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 Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $7,367 |
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 | $98,631 | $53,777+83.4% | $134,143-26.5% | $79,858+23.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.59% | 19.01%-5.4pp | 36.33%-22.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $5,236 | $1,321+296.3% | $3,704+41.4% | $2,471+111.9% |
| Participant deferral / active EE | $3,614 | $2,420+49.3% | $3,499+3.3% | $3,740-3.4% |
| Admin fee / account holder | $29 | $3,984-99.3% | $6,684-99.6% | $5,306-99.5% |