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 | $67,984+65.0% | $65,493+71.3% | $74,304+50.9% |
| Participation rate | 95.1% | 66.3%+28.8pp | 73.1%+22.1pp | 60.3%+34.8pp |
| Annual return | 14.12% | 19.87%-5.7pp | 982.45%-968.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $4,879 | $2,491+95.8% | $2,574+89.5% | $2,241+117.7% |
| Participant deferral / active EE | $2,528 | $3,346-24.4% | $3,961-36.2% | $3,767-32.9% |
| Admin fee / account holder | $12 | $1,373-99.1% | $5,028-99.8% | $2,969-99.6% |