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 |
|---|---|---|
TIAA8 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $28,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,115 | $50,815-60.4% | $155,509-87.1% | $77,643-74.1% |
| Participation rate | 88.6% | 63.1%+25.5pp | 78.2%+10.4pp | 70.6%+18.0pp |
| Annual return | 13.00% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,447 | $1,993-27.4% | $4,672-69.0% | $2,726-46.9% |
| Participant deferral / active EE | $1,535 | $2,822-45.6% | $5,626-72.7% | $4,647-67.0% |
| Admin fee / account holder | $38 | $437-91.3% | $15,912-99.8% | $430-91.2% |