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 AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $258 |
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 | $43,021 | $49,227-12.6% | $70,449-38.9% | $79,858-46.1% |
| Participation rate | 91.4% | 69.2%+22.2pp | 75.1%+16.3pp | 69.6%+21.7pp |
| Annual return | 6.19% | 30.06%-23.9pp | 109.03%-102.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $2,994 | $2,099+42.6% | $2,737+9.4% | $2,471+21.2% |
| Participant deferral / active EE | $2,994 | $2,768+8.2% | $3,709-19.3% | $3,740-19.9% |
| Admin fee / account holder | $2 | $2,878-99.9% | $3,845-100.0% | $5,306-100.0% |