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 |
|---|---|---|
TIAA4 years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $17,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,500 | $74,706+18.5% | $75,696+16.9% | $79,386+11.5% |
| Participation rate | 98.4% | 75.3%+23.1pp | 74.8%+23.6pp | 70.7%+27.7pp |
| Annual return | 13.37% | 18.52%-5.2pp | 104.53%-91.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $3,140 | $2,590+21.2% | $2,743+14.5% | $2,427+29.3% |
| Participant deferral / active EE | $4,760 | $3,533+34.7% | $3,821+24.6% | $4,046+17.7% |
| Admin fee / account holder | $68 | $374-81.7% | $3,619-98.1% | $626-89.1% |