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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $4,134 |
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 | $82,758 | $45,073+83.6% | $69,455+19.2% | $72,985+13.4% |
| Participation rate | 86.4% | 68.5%+17.9pp | 74.6%+11.8pp | 69.5%+17.0pp |
| Annual return | 17.72% | 22.65%-4.9pp | 28.97%-11.3pp | 81.00%-63.3pp |
| Employer contribution / active EE | $3,346 | $2,054+62.9% | $2,779+20.4% | $2,440+37.1% |
| Participant deferral / active EE | $4,469 | $2,602+71.8% | $3,535+26.4% | $3,607+23.9% |
| Admin fee / account holder | $12 | $3,056-99.6% | $3,839-99.7% | $5,124-99.8% |