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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $6,185 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,747 | $42,894-16.7% | $60,874-41.3% | $68,494-47.8% |
| Participation rate | 97.6% | 66.8%+30.8pp | 73.1%+24.5pp | 67.9%+29.7pp |
| Annual return | -15.27% | -13.98%-1.3pp | 16.90%-32.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,209 | $1,978+62.2% | $2,701+18.8% | $2,596+23.6% |
| Participant deferral / active EE | $6,428 | $2,867+124.2% | $3,817+68.4% | $4,027+59.6% |
| Admin fee / account holder | $61 | $3,101-98.0% | $3,224-98.1% | $5,403-98.9% |