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 |
|---|---|---|
TIAA2+ years Service code 21 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Bank Trustee | $0 |
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 | $59,507 | $45,035+32.1% | $62,995-5.5% | $70,131-15.1% |
| Participation rate | 98.9% | 69.5%+29.4pp | 74.8%+24.1pp | 69.5%+29.4pp |
| Annual return | 11.60% | 18.76%-7.2pp | 87.57%-76.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $4,136 | $2,051+101.7% | $2,759+49.9% | $2,342+76.6% |
| Participant deferral / active EE | $6,316 | $2,465+156.3% | $3,329+89.7% | $3,332+89.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |