Filed August 3, 2020
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 |
|---|---|---|
TIAA4 years Service code 37 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Loan Processing | $22,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,549 | $47,479+145.5% | $62,929+85.2% | $82,448+41.4% |
| Participation rate | 86.2% | 66.9%+19.3pp | 73.1%+13.1pp | 68.1%+18.1pp |
| Annual return | 14.95% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $7,166 | $1,885+280.1% | $2,505+186.1% | $2,551+180.9% |
| Participant deferral / active EE | $5,719 | $2,870+99.2% | $3,888+47.1% | $4,139+38.2% |
| Admin fee / account holder | $143 | $3,804-96.2% | $5,065-97.2% | $7,234-98.0% |