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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $5,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,221 | $53,822-25.3% | $75,696-46.9% | $85,850-53.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.83% | 24.54%-11.7pp | 104.53%-91.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,443 | $2,017+70.7% | $2,743+25.5% | $2,565+34.2% |
| Participant deferral / active EE | $6,178 | $2,895+113.4% | $3,821+61.7% | $3,952+56.3% |
| Admin fee / account holder | $51 | $3,343-98.5% | $3,619-98.6% | $6,260-99.2% |