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 |
|---|---|---|
TIAA5 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $17,255 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,598 | $56,485-68.8% | $185,823-90.5% | $86,799-79.7% |
| Participation rate | 90.5% | 65.5%+25.0pp | 81.7%+8.8pp | 72.3%+18.2pp |
| Annual return | 24.54% | 118.04%-93.5pp | 122.05%-97.5pp | 97.91%-73.4pp |
| Employer contribution / active EE | $1,340 | $1,843-27.3% | $5,167-74.1% | $2,405-44.3% |
| Participant deferral / active EE | $1,238 | $2,553-51.5% | $5,568-77.8% | $4,131-70.0% |
| Admin fee / account holder | $25 | $150-83.6% | $16,237-99.8% | $170-85.5% |