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 |
|---|---|---|
TIAA6+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $18,405 |
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 | $86,429 | $74,706+15.7% | $75,696+14.2% | $79,386+8.9% |
| Participation rate | 97.9% | 75.3%+22.5pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 16.77% | 18.52%-1.7pp | 104.53%-87.8pp | 116.85%-100.1pp |
| Employer contribution / active EE | $1,713 | $2,590-33.9% | $2,743-37.6% | $2,427-29.4% |
| Participant deferral / active EE | $3,100 | $3,533-12.3% | $3,821-18.9% | $4,046-23.4% |
| Admin fee / account holder | $67 | $374-82.0% | $3,619-98.1% | $626-89.2% |