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 |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,213 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,605 | $57,976-2.4% | $62,995-10.1% | $62,292-9.1% |
| Participation rate | 96.5% | 75.9%+20.6pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 11.93% | 17.54%-5.6pp | 87.57%-75.6pp | 28.90%-17.0pp |
| Employer contribution / active EE | $1,709 | $2,415-29.2% | $2,759-38.0% | $2,042-16.3% |
| Participant deferral / active EE | $3,545 | $2,956+19.9% | $3,329+6.5% | $3,169+11.9% |
| Admin fee / account holder | $6 | $276-97.9% | $3,600-99.8% | $479-98.8% |