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 |
|---|---|---|
TIAA3 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $8,802 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,382 | $62,928-75.6% | $172,739-91.1% | $67,579-77.2% |
| Participation rate | 89.8% | 64.5%+25.3pp | 82.6%+7.1pp | 71.3%+18.5pp |
| Annual return | 4.89% | 30.36%-25.5pp | 802.84%-797.9pp | 378.56%-373.7pp |
| Employer contribution / active EE | $896 | $1,636-45.3% | $5,143-82.6% | $2,148-58.3% |
| Participant deferral / active EE | $1,211 | $2,145-43.5% | $5,198-76.7% | $3,539-65.8% |
| Admin fee / account holder | $14 | $167-91.7% | $13,954-99.9% | $142-90.3% |