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 |
|---|---|---|
TIAA1+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $734 |
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 | $57,833 | $52,467+10.2% | $57,179+1.1% | $55,167+4.8% |
| Participation rate | 77.3% | 75.8%+1.5pp | 75.3%+2.0pp | 69.0%+8.3pp |
| Annual return | 6.55% | 7.72%-1.2pp | 14.59%-8.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,414 | $2,477-42.9% | $2,682-47.3% | $1,963-28.0% |
| Participant deferral / active EE | $3,668 | $2,830+29.6% | $3,096+18.5% | $3,054+20.1% |
| Admin fee / account holder | $4 | $269-98.5% | $3,139-99.9% | $504-99.2% |