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 6-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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,306 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,160 | $64,705+73.3% | $62,929+78.2% | $67,986+65.0% |
| Participation rate | 95.1% | 65.6%+29.5pp | 73.1%+22.0pp | 57.2%+37.9pp |
| Annual return | 14.12% | 20.31%-6.2pp | 1063.93%-1049.8pp | 31.67%-17.5pp |
| Employer contribution / active EE | $4,879 | $2,376+105.3% | $2,505+94.8% | $2,019+141.7% |
| Participant deferral / active EE | $2,528 | $3,198-20.9% | $3,888-35.0% | $3,358-24.7% |
| Admin fee / account holder | $12 | $1,428-99.1% | $5,065-99.8% | $3,203-99.6% |