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 9-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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,363 |
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 | $58,992 | $79,124-25.4% | $60,874-3.1% | $64,808-9.0% |
| Participation rate | 94.8% | 77.7%+17.1pp | 73.1%+21.7pp | 71.5%+23.3pp |
| Annual return | -12.68% | -7.13%-5.5pp | 16.90%-29.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $1,032 | $3,050-66.2% | $2,701-61.8% | $2,506-58.8% |
| Participant deferral / active EE | $2,388 | $3,725-35.9% | $3,817-37.4% | $4,310-44.6% |
| Admin fee / account holder | $22 | $106-78.9% | $3,224-99.3% | $188-88.1% |