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 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $5,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,514 | $69,763+31.2% | $67,502+35.6% | $74,495+22.8% |
| Participation rate | 74.8% | 71.4%+3.5pp | 72.9%+2.0pp | 67.2%+7.6pp |
| Annual return | 12.49% | -40.34%+52.8pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,640 | $3,636+82.6% | $4,000+66.0% | $4,346+52.8% |
| Admin fee / account holder | $28 | $896-96.9% | $3,998-99.3% | $1,942-98.6% |