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 9-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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,814 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,100 | $45,073-39.9% | $69,455-61.0% | $72,985-62.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.12% | 22.65%-1.5pp | 28.97%-7.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,830 | $2,054+37.8% | $2,779+1.8% | $2,440+16.0% |
| Participant deferral / active EE | $4,417 | $2,602+69.8% | $3,535+24.9% | $3,607+22.4% |
| Admin fee / account holder | $32 | $3,056-99.0% | $3,839-99.2% | $5,124-99.4% |