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 |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $19,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,800 | $53,822+3.7% | $75,696-26.3% | $85,850-35.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.39% | 24.54%-10.2pp | 104.53%-90.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,069 | $2,017+101.8% | $2,743+48.4% | $2,565+58.6% |
| Participant deferral / active EE | $6,963 | $2,895+140.5% | $3,821+82.2% | $3,952+76.2% |
| Admin fee / account holder | $100 | $3,343-97.0% | $3,619-97.2% | $6,260-98.4% |