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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $0 |
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 | $34,736 | $37,134-6.5% | $100,671-65.5% | $52,331-33.6% |
| Participation rate | 73.1% | 57.7%+15.5pp | 70.7%+2.4pp | 68.1%+5.0pp |
| Annual return | 4.17% | 0.10%+4.1pp | 20.43%-16.3pp | 4.54%-0.4pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,436 | $2,163-33.6% | $3,144-54.3% | $3,022-52.5% |
| Admin fee / account holder | $6 | $467-98.8% | $4,850-99.9% | $592-99.0% |