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 |
|---|---|---|
Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $124,266 |
TIAA1+ years Filed as: TIAA-CREF INVESTMENT MANAGEMENT,LLC Service code 19 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $50,976 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,793 | $67,166-24.4% | $57,343-11.4% | $55,191-8.0% |
| Participation rate | 92.4% | 77.7%+14.7pp | 75.1%+17.3pp | 69.2%+23.2pp |
| Annual return | 1.43% | 4.22%-2.8pp | 24.39%-23.0pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,242 | $2,812-55.8% | $2,689-53.8% | $1,899-34.6% |
| Participant deferral / active EE | $1,760 | $2,835-37.9% | $3,162-44.4% | $3,046-42.2% |
| Admin fee / account holder | $343 | $44+688.5% | $3,356-89.8% | $91+278.3% |