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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,998 |
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 | $14,311 | $51,197-72.0% | $82,719-82.7% | $66,914-78.6% |
| Participation rate | 93.7% | 67.8%+25.9pp | 72.6%+21.2pp | 69.8%+23.9pp |
| Annual return | -12.57% | -9.64%-2.9pp | 701.18%-713.7pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,133 | $2,611-56.6% | $3,009-62.4% | $2,544-55.5% |
| Participant deferral / active EE | $1,852 | $3,458-46.4% | $4,395-57.9% | $4,237-56.3% |
| Admin fee / account holder | $43 | $416-89.7% | $5,329-99.2% | $593-92.8% |