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 |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $11,329 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,677 | $52,293-71.9% | $178,490-91.8% | $73,409-80.0% |
| Participation rate | 90.8% | 65.3%+25.5pp | 81.9%+8.9pp | 72.2%+18.6pp |
| Annual return | 5.10% | 34.75%-29.6pp | 151.07%-146.0pp | 59.29%-54.2pp |
| Employer contribution / active EE | $1,192 | $1,735-31.3% | $5,011-76.2% | $2,234-46.6% |
| Participant deferral / active EE | $1,246 | $2,332-46.6% | $5,202-76.0% | $3,805-67.3% |
| Admin fee / account holder | $17 | $127-86.5% | $13,984-99.9% | $158-89.1% |