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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $6,768 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,633 | $67,984-16.7% | $65,493-13.5% | $74,304-23.8% |
| Participation rate | 70.8% | 66.3%+4.5pp | 73.1%-2.3pp | 60.3%+10.4pp |
| Annual return | 12.89% | 19.87%-7.0pp | 982.45%-969.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,372 | $2,491-4.8% | $2,574-7.9% | $2,241+5.8% |
| Participant deferral / active EE | $2,408 | $3,346-28.0% | $3,961-39.2% | $3,767-36.1% |
| Admin fee / account holder | $34 | $1,373-97.5% | $5,028-99.3% | $2,969-98.9% |