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 |
|---|---|---|
TIAA4+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $12,281 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,461 | $60,795+34.0% | $69,455+17.3% | $65,185+25.0% |
| Participation rate | 94.2% | 74.9%+19.3pp | 74.6%+19.6pp | 70.2%+24.0pp |
| Annual return | 1.87% | 17.46%-15.6pp | 28.97%-27.1pp | 29.38%-27.5pp |
| Employer contribution / active EE | $2,007 | $2,452-18.1% | $2,779-27.8% | $2,177-7.8% |
| Participant deferral / active EE | $3,182 | $3,162+0.6% | $3,535-10.0% | $3,514-9.4% |
| Admin fee / account holder | $49 | $314-84.4% | $3,839-98.7% | $847-94.2% |