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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $11,069 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,718 | $51,620-77.3% | $90,281-87.0% | $65,185-82.0% |
| Participation rate | 97.1% | 68.6%+28.5pp | 73.3%+23.8pp | 70.2%+26.9pp |
| Annual return | 16.72% | 24.94%-8.2pp | 78.10%-61.4pp | 29.38%-12.7pp |
| Employer contribution / active EE | $783 | $2,235-65.0% | $2,854-72.6% | $2,177-64.0% |
| Participant deferral / active EE | $1,202 | $2,871-58.1% | $3,885-69.1% | $3,514-65.8% |
| Admin fee / account holder | $30 | $384-92.3% | $5,351-99.4% | $847-96.5% |