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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $343 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,055 | $43,327+66.3% | $59,878+20.3% | $64,186+12.3% |
| Participation rate | 91.4% | 69.2%+22.2pp | 74.7%+16.7pp | 69.6%+21.8pp |
| Annual return | -1.16% | -1.55%+0.4pp | 3.46%-4.6pp | 7.63%-8.8pp |
| Employer contribution / active EE | $3,109 | $2,028+53.3% | $2,722+14.2% | $2,381+30.6% |
| Participant deferral / active EE | $3,988 | $2,546+56.6% | $3,402+17.2% | $3,470+14.9% |
| Admin fee / account holder | $1 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |