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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $12,457 |
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 | $37,731 | $45,073-16.3% | $69,455-45.7% | $72,985-48.3% |
| Participation rate | 94.0% | 68.5%+25.5pp | 74.6%+19.4pp | 69.5%+24.5pp |
| Annual return | 20.42% | 22.65%-2.2pp | 28.97%-8.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,445 | $2,054+67.7% | $2,779+24.0% | $2,440+41.2% |
| Participant deferral / active EE | $5,620 | $2,602+116.0% | $3,535+59.0% | $3,607+55.8% |
| Admin fee / account holder | $60 | $3,056-98.0% | $3,839-98.4% | $5,124-98.8% |