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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $18,075 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,469 | $47,722-73.9% | $82,719-84.9% | $64,808-80.8% |
| Participation rate | 96.8% | 67.6%+29.1pp | 72.6%+24.2pp | 71.5%+25.3pp |
| Annual return | -14.27% | -13.05%-1.2pp | 701.18%-715.4pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,510 | $2,179-30.7% | $3,009-49.8% | $2,506-39.7% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $37 | $143-74.4% | $5,329-99.3% | $188-80.5% |