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 9-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 Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $600 |
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 | $142,912 | $67,984+110.2% | $65,493+118.2% | $74,304+92.3% |
| Participation rate | 81.7% | 66.3%+15.4pp | 73.1%+8.6pp | 60.3%+21.3pp |
| Annual return | 11.55% | 19.87%-8.3pp | 982.45%-970.9pp | 29.43%-17.9pp |
| Employer contribution / active EE | $4,263 | $2,491+71.1% | $2,574+65.6% | $2,241+90.2% |
| Participant deferral / active EE | $5,168 | $3,346+54.4% | $3,961+30.5% | $3,767+37.2% |
| Admin fee / account holder | $3 | $1,373-99.7% | $5,028-99.9% | $2,969-99.9% |