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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $8,644 |
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 | $30,910 | $43,327-28.7% | $59,878-48.4% | $64,186-51.8% |
| Participation rate | 92.9% | 69.2%+23.7pp | 74.7%+18.2pp | 69.6%+23.3pp |
| Annual return | -6.17% | -1.55%-4.6pp | 3.46%-9.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,106 | $2,028+53.1% | $2,722+14.1% | $2,381+30.5% |
| Participant deferral / active EE | $4,964 | $2,546+95.0% | $3,402+45.9% | $3,470+43.1% |
| Admin fee / account holder | $43 | $3,005-98.6% | $3,590-98.8% | $4,888-99.1% |