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 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $8,781 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,466 | $57,976-6.1% | $62,995-13.5% | $62,292-12.6% |
| Participation rate | 93.1% | 75.9%+17.1pp | 74.8%+18.3pp | 69.5%+23.5pp |
| Annual return | 14.44% | 17.54%-3.1pp | 87.57%-73.1pp | 28.90%-14.5pp |
| Employer contribution / active EE | $865 | $2,415-64.2% | $2,759-68.6% | $2,042-57.6% |
| Participant deferral / active EE | $1,134 | $2,956-61.6% | $3,329-65.9% | $3,169-64.2% |
| Admin fee / account holder | $29 | $276-89.5% | $3,600-99.2% | $479-94.0% |