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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $16,569 |
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 | $100,830 | $44,873+124.7% | $79,464+26.9% | $56,287+79.1% |
| Participation rate | 96.2% | 68.7%+27.5pp | 73.3%+22.9pp | 69.9%+26.4pp |
| Annual return | -2.40% | 0.81%-3.2pp | 718.14%-720.5pp | -9.96%+7.6pp |
| Employer contribution / active EE | $5,867 | $2,140+174.2% | $2,800+109.5% | $2,111+177.9% |
| Participant deferral / active EE | $5,537 | $2,746+101.6% | $3,704+49.5% | $3,350+65.3% |
| Admin fee / account holder | $57 | $418-86.3% | $5,113-98.9% | $521-89.0% |