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 9-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 |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $17,447 |
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 | $40,286 | $55,002-26.8% | $59,878-32.7% | $56,287-28.4% |
| Participation rate | 96.5% | 75.9%+20.6pp | 74.7%+21.8pp | 69.9%+26.7pp |
| Annual return | 10.16% | 1.13%+9.0pp | 3.46%+6.7pp | -9.96%+20.1pp |
| Employer contribution / active EE | $2,176 | $2,448-11.1% | $2,722-20.1% | $2,111+3.1% |
| Participant deferral / active EE | $4,435 | $3,121+42.1% | $3,402+30.4% | $3,350+32.4% |
| Admin fee / account holder | $66 | $236-72.1% | $3,590-98.2% | $521-87.4% |