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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $245 |
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 | $62,005 | $46,869+32.3% | $122,332-49.3% | $70,131-11.6% |
| Participation rate | 71.4% | 58.2%+13.2pp | 71.6%-0.2pp | 69.5%+1.9pp |
| Annual return | 17.89% | 24.22%-6.3pp | 30.27%-12.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,541 | $1,288+19.7% | $4,050-62.0% | $2,342-34.2% |
| Participant deferral / active EE | $2,034 | $2,166-6.1% | $3,287-38.1% | $3,332-39.0% |
| Admin fee / account holder | $2 | $3,322-99.9% | $5,478-100.0% | $4,645-100.0% |