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 | $1,855 |
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 | $83,516 | $45,073+85.3% | $69,455+20.2% | $72,985+14.4% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 20.13% | 22.65%-2.5pp | 28.97%-8.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,876 | $2,054+88.7% | $2,779+39.5% | $2,440+58.8% |
| Participant deferral / active EE | $7,125 | $2,602+173.9% | $3,535+101.5% | $3,607+97.5% |
| Admin fee / account holder | $38 | $3,056-98.7% | $3,839-99.0% | $5,124-99.3% |