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 year Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $1,688 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,083 | $84,948-77.5% | $70,449-72.9% | $73,409-74.0% |
| Participation rate | 99.3% | 79.9%+19.3pp | 75.1%+24.2pp | 72.2%+27.1pp |
| Annual return | 13.25% | 13.39%-0.1pp | 109.03%-95.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,882 | $2,834-33.6% | $2,737-31.2% | $2,234-15.7% |
| Participant deferral / active EE | $2,806 | $3,387-17.2% | $3,709-24.3% | $3,805-26.3% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |