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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $18,907 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,285 | $42,894+0.9% | $60,874-28.9% | $68,494-36.8% |
| Participation rate | 93.8% | 66.8%+27.0pp | 73.1%+20.7pp | 67.9%+25.9pp |
| Annual return | -15.91% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,857 | $1,978+95.0% | $2,701+42.8% | $2,596+48.5% |
| Participant deferral / active EE | $5,793 | $2,867+102.1% | $3,817+51.8% | $4,027+43.8% |
| Admin fee / account holder | $95 | $3,101-96.9% | $3,224-97.1% | $5,403-98.2% |