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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $35,274 |
Service code 15 · EIN 56-1981693 119 CHURCH STREET, NE, SUITE 100 · BLACKSBURG, VA 24060 | Recordkeeping | $21,613 |
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 | $155,021 | $94,833+63.5% | $75,696+104.8% | $86,799+78.6% |
| Participation rate | 97.5% | 79.1%+18.4pp | 74.8%+22.7pp | 72.3%+25.3pp |
| Annual return | 12.99% | 16.91%-3.9pp | 104.53%-91.5pp | 97.91%-84.9pp |
| Employer contribution / active EE | $2,159 | $2,904-25.7% | $2,743-21.3% | $2,405-10.2% |
| Participant deferral / active EE | $5,318 | $3,632+46.4% | $3,821+39.2% | $4,131+28.7% |
| Admin fee / account holder | $98 | $109-10.1% | $3,619-97.3% | $170-42.4% |