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 |
|---|---|---|
TIAA9 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $11,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,255 | $69,763+6.4% | $67,502+10.0% | $74,495-0.3% |
| Participation rate | 89.8% | 71.4%+18.4pp | 72.9%+16.9pp | 67.2%+22.6pp |
| Annual return | 13.39% | -40.34%+53.7pp | 3512.12%-3498.7pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,167 | $2,704-56.8% | $2,731-57.3% | $2,623-55.5% |
| Participant deferral / active EE | $2,052 | $3,636-43.6% | $4,000-48.7% | $4,346-52.8% |
| Admin fee / account holder | $53 | $896-94.1% | $3,998-98.7% | $1,942-97.3% |