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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,989 | $84,233-34.7% | $170,442-67.7% | $70,131-21.6% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 14.79% | 23.06%-8.3pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,409 | $3,387-58.4% | $5,433-74.1% | $2,342-39.9% |
| Participant deferral / active EE | $3,136 | $3,086+1.6% | $4,939-36.5% | $3,332-5.9% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |