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 10-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 | $20,275 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,671 | $91,407-0.8% | $135,903-33.3% | $71,457+26.9% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.5pp | 67.9%+22.5pp |
| Annual return | 12.85% | 29.90%-17.0pp | 68.23%-55.4pp | 28.85%-16.0pp |
| Employer contribution / active EE | $3,488 | $3,703-5.8% | $4,856-28.2% | $2,588+34.8% |
| Participant deferral / active EE | $3,526 | $7,092-50.3% | $7,758-54.5% | $4,289-17.8% |
| Admin fee / account holder | $52 | $1,266-95.9% | $10,762-99.5% | $1,587-96.7% |