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 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $20,569 |
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 | $115,662 | $51,620+124.1% | $90,281+28.1% | $65,185+77.4% |
| Participation rate | 96.4% | 68.6%+27.7pp | 73.3%+23.1pp | 70.2%+26.2pp |
| Annual return | 23.31% | 24.94%-1.6pp | 78.10%-54.8pp | 29.38%-6.1pp |
| Employer contribution / active EE | $5,968 | $2,235+167.1% | $2,854+109.1% | $2,177+174.2% |
| Participant deferral / active EE | $6,178 | $2,871+115.2% | $3,885+59.0% | $3,514+75.8% |
| Admin fee / account holder | $67 | $384-82.5% | $5,351-98.7% | $847-92.0% |