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 Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $7,826 |
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 | $57,564 | $45,073+27.7% | $69,455-17.1% | $72,985-21.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.34% | 22.65%-1.3pp | 28.97%-7.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,225 | $2,054+8.3% | $2,779-20.0% | $2,440-8.8% |
| Participant deferral / active EE | $3,461 | $2,602+33.0% | $3,535-2.1% | $3,607-4.0% |
| Admin fee / account holder | $38 | $3,056-98.8% | $3,839-99.0% | $5,124-99.3% |