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 |
|---|---|---|
Service code 64 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Recordkeeping Fees | $22,500 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,750 | $65,061+68.7% | $143,757-23.7% | $66,914+64.0% |
| Participation rate | 92.2% | 65.2%+27.0pp | 80.3%+11.9pp | 69.8%+22.4pp |
| Annual return | -16.79% | -11.14%-5.7pp | -0.04%-16.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $13,669 | $2,919+368.3% | $5,637+142.5% | $4,237+222.6% |
| Admin fee / account holder | $97 | $502-80.6% | $14,673-99.3% | $593-83.6% |