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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $661 |
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 | $65,008 | $65,322-0.5% | $70,449-7.7% | $73,488-11.5% |
| Participation rate | 99.4% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 6.21% | 15.71%-9.5pp | 109.03%-102.8pp | 28.51%-22.3pp |
| Employer contribution / active EE | $3,055 | $2,460+24.2% | $2,737+11.6% | $2,270+34.6% |
| Participant deferral / active EE | $2,774 | $3,375-17.8% | $3,709-25.2% | $3,740-25.8% |
| Admin fee / account holder | $2 | $214-99.1% | $3,845-99.9% | $513-99.6% |