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 |
|---|---|---|
TIAA8 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $9,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,274 | $65,557-0.4% | $64,056+1.9% | $71,457-8.7% |
| Participation rate | 91.6% | 73.2%+18.4pp | 72.3%+19.3pp | 67.9%+23.7pp |
| Annual return | 14.36% | 18.94%-4.6pp | 33.69%-19.3pp | 28.85%-14.5pp |
| Employer contribution / active EE | $805 | $2,669-69.8% | $2,747-70.7% | $2,588-68.9% |
| Participant deferral / active EE | $1,525 | $3,626-57.9% | $3,880-60.7% | $4,289-64.4% |
| Admin fee / account holder | $41 | $616-93.4% | $3,068-98.7% | $1,587-97.4% |