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 | $147,915 |
TIAA3+ years Filed as: TIAA-CREF INVESTMENT MANAGEMENT,LLC Service code 19 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $55,944 |
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 | $63,802 | $74,552-14.4% | $62,995+1.3% | $69,631-8.4% |
| Participation rate | 96.0% | 78.3%+17.7pp | 74.8%+21.2pp | 70.7%+25.3pp |
| Annual return | 16.14% | 15.77%+0.4pp | 87.57%-71.4pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,320 | $2,929-54.9% | $2,759-52.2% | $2,032-35.0% |
| Participant deferral / active EE | $1,831 | $2,974-38.4% | $3,329-45.0% | $3,224-43.2% |
| Admin fee / account holder | $419 | $59+605.0% | $3,600-88.4% | $110+279.2% |