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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $13,967 |
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 | $49,457 | $49,227+0.5% | $70,449-29.8% | $79,858-38.1% |
| Participation rate | 89.7% | 69.2%+20.5pp | 75.1%+14.6pp | 69.6%+20.0pp |
| Annual return | 23.20% | 30.06%-6.9pp | 109.03%-85.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,491 | $2,099+66.3% | $2,737+27.6% | $2,471+41.3% |
| Participant deferral / active EE | $5,860 | $2,768+111.7% | $3,709+58.0% | $3,740+56.7% |
| Admin fee / account holder | $76 | $2,878-97.4% | $3,845-98.0% | $5,306-98.6% |