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 |
|---|---|---|
TIAA5+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $12,804 |
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 | $82,603 | $65,322+26.5% | $70,449+17.3% | $73,488+12.4% |
| Participation rate | 98.4% | 77.0%+21.4pp | 75.1%+23.3pp | 70.7%+27.7pp |
| Annual return | 10.77% | 15.71%-4.9pp | 109.03%-98.3pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,945 | $2,460-20.9% | $2,737-28.9% | $2,270-14.3% |
| Participant deferral / active EE | $3,379 | $3,375+0.1% | $3,709-8.9% | $3,740-9.6% |
| Admin fee / account holder | $50 | $214-76.8% | $3,845-98.7% | $513-90.3% |