Filed May 9, 2025
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 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $75 |
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 | $72,424 | $60,989+18.8% | $60,874+19.0% | $66,914+8.2% |
| Participation rate | 93.9% | 74.5%+19.4pp | 73.1%+20.8pp | 69.8%+24.1pp |
| Annual return | -13.04% | -9.60%-3.4pp | 16.90%-29.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,114 | $2,661-20.5% | $2,701-21.7% | $2,544-16.9% |
| Participant deferral / active EE | $3,497 | $3,615-3.3% | $3,817-8.4% | $4,237-17.5% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |