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 |
|---|---|---|
TIAA6 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $20,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,144 | $46,292-65.1% | $143,757-88.8% | $64,808-75.1% |
| Participation rate | 82.7% | 64.2%+18.5pp | 80.3%+2.4pp | 71.5%+11.2pp |
| Annual return | -10.52% | -10.05%-0.5pp | -0.04%-10.5pp | 32.82%-43.3pp |
| Employer contribution / active EE | $1,160 | $1,910-39.2% | $4,951-76.6% | $2,506-53.7% |
| Participant deferral / active EE | $1,421 | $2,646-46.3% | $5,637-74.8% | $4,310-67.0% |
| Admin fee / account holder | $29 | $154-81.0% | $14,673-99.8% | $188-84.5% |