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 |
|---|---|---|
TIAA7 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $6,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,946 | $60,989+6.5% | $60,874+6.7% | $66,914-2.9% |
| Participation rate | 91.1% | 74.5%+16.6pp | 73.1%+18.0pp | 69.8%+21.3pp |
| Annual return | -10.45% | -9.60%-0.9pp | 16.90%-27.3pp | 1.58%-12.0pp |
| Employer contribution / active EE | $762 | $2,661-71.4% | $2,701-71.8% | $2,544-70.1% |
| Participant deferral / active EE | $1,412 | $3,615-60.9% | $3,817-63.0% | $4,237-66.7% |
| Admin fee / account holder | $28 | $338-91.6% | $3,224-99.1% | $593-95.2% |