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 3-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 | $6,321 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,346 | $79,124+2.8% | $60,874+33.6% | $64,808+25.5% |
| Participation rate | 97.9% | 77.7%+20.2pp | 73.1%+24.8pp | 71.5%+26.4pp |
| Annual return | 0.00% | -7.13%+7.1pp | 16.90%-16.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $111 | $3,050-96.3% | $2,701-95.9% | $2,506-95.6% |
| Participant deferral / active EE | $210 | $3,725-94.4% | $3,817-94.5% | $4,310-95.1% |
| Admin fee / account holder | $3 | $106-96.9% | $3,224-99.9% | $188-98.3% |