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 |
|---|---|---|
TIAA6 years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $31,428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,250 | $65,557+19.4% | $64,056+22.2% | $71,457+9.5% |
| Participation rate | 97.4% | 73.2%+24.2pp | 72.3%+25.1pp | 67.9%+29.5pp |
| Annual return | 14.87% | 18.94%-4.1pp | 33.69%-18.8pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,844 | $2,669+6.6% | $2,747+3.6% | $2,588+9.9% |
| Participant deferral / active EE | $4,714 | $3,626+30.0% | $3,880+21.5% | $4,289+9.9% |
| Admin fee / account holder | $114 | $616-81.5% | $3,068-96.3% | $1,587-92.8% |