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 |
|---|---|---|
TIAA9 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $37,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,065 | $50,982-54.8% | $154,803-85.1% | $85,563-73.0% |
| Participation rate | 89.1% | 59.8%+29.3pp | 78.1%+11.0pp | 66.0%+23.1pp |
| Annual return | 13.99% | 30.35%-16.4pp | 58.88%-44.9pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,565 | $1,708-8.4% | $4,305-63.7% | $2,654-41.0% |
| Participant deferral / active EE | $1,543 | $2,474-37.6% | $5,540-72.2% | $4,375-64.7% |
| Admin fee / account holder | $49 | $846-94.2% | $14,329-99.7% | $834-94.1% |