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 | $132,795 |
TIAA2+ years Filed as: TIAA-CREF INVESTMENT MANAGEMENT,LLC Service code 19 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $51,797 |
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 | $55,338 | $68,408-19.1% | $57,179-3.2% | $57,658-4.0% |
| Participation rate | 92.8% | 79.1%+13.6pp | 75.3%+17.4pp | 70.2%+22.6pp |
| Annual return | 6.55% | 8.51%-2.0pp | 14.59%-8.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,205 | $2,869-58.0% | $2,682-55.1% | $1,974-39.0% |
| Participant deferral / active EE | $1,662 | $2,903-42.7% | $3,096-46.3% | $3,061-45.7% |
| Admin fee / account holder | $368 | $70+428.7% | $3,139-88.3% | $95+289.5% |