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 |
|---|---|---|
TIAA7 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $21,546 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,385 | $47,126-63.1% | $149,673-88.4% | $74,419-76.6% |
| Participation rate | 88.6% | 63.4%+25.2pp | 78.8%+9.8pp | 70.7%+17.8pp |
| Annual return | 11.97% | 22.75%-10.8pp | 134.42%-122.4pp | 34.38%-22.4pp |
| Employer contribution / active EE | $1,261 | $1,905-33.8% | $4,818-73.8% | $2,637-52.2% |
| Participant deferral / active EE | $1,487 | $2,728-45.5% | $5,680-73.8% | $4,528-67.2% |
| Admin fee / account holder | $29 | $343-91.5% | $13,210-99.8% | $348-91.7% |