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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $3,483 |
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 | $55,646 | $45,035+23.6% | $62,995-11.7% | $70,131-20.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.80% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,113 | $2,051-45.7% | $2,759-59.6% | $2,342-52.5% |
| Participant deferral / active EE | $5,208 | $2,465+111.3% | $3,329+56.4% | $3,332+56.3% |
| Admin fee / account holder | $41 | $2,834-98.6% | $3,600-98.9% | $4,645-99.1% |