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 |
|---|---|---|
TIAA5 years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $25,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,067 | $60,989+19.8% | $60,874+20.0% | $66,914+9.2% |
| Participation rate | 95.9% | 74.5%+21.4pp | 73.1%+22.8pp | 69.8%+26.1pp |
| Annual return | -13.81% | -9.60%-4.2pp | 16.90%-30.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,698 | $2,661+1.4% | $2,701-0.1% | $2,544+6.1% |
| Participant deferral / active EE | $4,545 | $3,615+25.7% | $3,817+19.1% | $4,237+7.3% |
| Admin fee / account holder | $94 | $338-72.1% | $3,224-97.1% | $593-84.1% |