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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,138 | $49,227+125.8% | $70,449+57.8% | $79,858+39.2% |
| Participation rate | 96.4% | 69.2%+27.3pp | 75.1%+21.4pp | 69.6%+26.8pp |
| Annual return | 3.88% | 30.06%-26.2pp | 109.03%-105.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $5,210 | $2,099+148.2% | $2,737+90.4% | $2,471+110.9% |
| Participant deferral / active EE | $8,504 | $2,768+207.2% | $3,709+129.3% | $3,740+127.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |