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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $15,774 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,711 | $63,745-73.8% | $98,442-83.0% | $79,386-78.9% |
| Participation rate | 93.3% | 69.9%+23.5pp | 73.3%+20.0pp | 70.7%+22.6pp |
| Annual return | 11.64% | 625.80%-614.2pp | 1492.73%-1481.1pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,013 | $2,557-60.4% | $2,960-65.8% | $2,427-58.3% |
| Participant deferral / active EE | $1,609 | $3,303-51.3% | $4,276-62.4% | $4,046-60.2% |
| Admin fee / account holder | $43 | $516-91.7% | $5,949-99.3% | $626-93.2% |