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 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,239 | $69,763-35.2% | $67,502-33.0% | $74,495-39.3% |
| Participation rate | 79.6% | 71.4%+8.3pp | 72.9%+6.8pp | 67.2%+12.4pp |
| Annual return | 17.10% | -40.34%+57.4pp | 3512.12%-3495.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,165 | $2,704+17.1% | $2,731+15.9% | $2,623+20.7% |
| Participant deferral / active EE | $4,455 | $3,636+22.5% | $4,000+11.4% | $4,346+2.5% |
| Admin fee / account holder | $1 | $896-99.9% | $3,998-100.0% | $1,942-100.0% |