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 |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan 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 | $59,684 | $60,795-1.8% | $69,455-14.1% | $65,185-8.4% |
| Participation rate | 92.9% | 74.9%+18.0pp | 74.6%+18.2pp | 70.2%+22.7pp |
| Annual return | 17.68% | 17.46%+0.2pp | 28.97%-11.3pp | 29.38%-11.7pp |
| Employer contribution / active EE | $798 | $2,452-67.4% | $2,779-71.3% | $2,177-63.3% |
| Participant deferral / active EE | $1,203 | $3,162-62.0% | $3,535-66.0% | $3,514-65.8% |
| Admin fee / account holder | $28 | $314-90.9% | $3,839-99.3% | $847-96.6% |