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 | $48,795+138.9% | $65,493+78.0% | $84,808+37.4% |
| Participation rate | 86.2% | 67.0%+19.2pp | 73.1%+13.1pp | 68.3%+17.9pp |
| Annual return | 14.95% | 20.20%-5.2pp | 982.45%-967.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $7,166 | $1,930+271.4% | $2,574+178.4% | $2,631+172.4% |
| Participant deferral / active EE | $5,719 | $2,928+95.3% | $3,961+44.4% | $4,212+35.8% |
| Admin fee / account holder | $143 | $3,877-96.3% | $5,028-97.2% | $7,344-98.1% |