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 Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $12,433 |
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 | $67,143 | $60,795+10.4% | $69,455-3.3% | $65,185+3.0% |
| Participation rate | 99.2% | 74.9%+24.4pp | 74.6%+24.6pp | 70.2%+29.0pp |
| Annual return | 19.63% | 17.46%+2.2pp | 28.97%-9.3pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,900 | $2,452+18.3% | $2,779+4.4% | $2,177+33.2% |
| Participant deferral / active EE | $4,193 | $3,162+32.6% | $3,535+18.6% | $3,514+19.3% |
| Admin fee / account holder | $47 | $314-85.0% | $3,839-98.8% | $847-94.4% |