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 |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,042 |
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 | $77,625 | $54,350+42.8% | $82,719-6.2% | $68,494+13.3% |
| Participation rate | 87.4% | 63.9%+23.4pp | 72.6%+14.8pp | 67.9%+19.5pp |
| Annual return | -10.89% | -13.67%+2.8pp | 701.18%-712.1pp | -7.84%-3.0pp |
| Employer contribution / active EE | $2,353 | $2,218+6.1% | $3,009-21.8% | $2,596-9.4% |
| Participant deferral / active EE | $4,262 | $3,246+31.3% | $4,395-3.0% | $4,027+5.8% |
| Admin fee / account holder | $42 | $4,395-99.1% | $5,329-99.2% | $5,403-99.2% |