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 |
|---|---|---|
TIAA2 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $6,477 |
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 | $16,847 | $37,196-54.7% | $154,107-89.1% | $55,725-69.8% |
| Participation rate | 89.4% | 64.1%+25.3pp | 83.0%+6.4pp | 70.9%+18.6pp |
| Annual return | 8.12% | 1319.68%-1311.6pp | 735.12%-727.0pp | 244.93%-236.8pp |
| Employer contribution / active EE | $1,125 | $1,614-30.3% | $5,298-78.8% | $2,078-45.9% |
| Participant deferral / active EE | $1,066 | $2,068-48.5% | $5,081-79.0% | $3,356-68.2% |
| Admin fee / account holder | $11 | $102-89.1% | $13,411-99.9% | $115-90.4% |