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 Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $16,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,643 | $42,894+36.7% | $60,874-3.7% | $68,494-14.4% |
| Participation rate | 96.7% | 66.8%+29.9pp | 73.1%+23.6pp | 67.9%+28.8pp |
| Annual return | -13.88% | -13.98%+0.1pp | 16.90%-30.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,531 | $1,978+28.0% | $2,701-6.3% | $2,596-2.5% |
| Participant deferral / active EE | $4,072 | $2,867+42.0% | $3,817+6.7% | $4,027+1.1% |
| Admin fee / account holder | $75 | $3,101-97.6% | $3,224-97.7% | $5,403-98.6% |