Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TIAA10+ years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Plan Administrator | $61,462 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,057 | $93,351+70.4% | $62,929+152.8% | $79,634+99.7% |
| Participation rate | 99.7% | 74.6%+25.1pp | 73.1%+26.6pp | 62.5%+37.3pp |
| Annual return | 14.75% | 14.37%+0.4pp | 1063.93%-1049.2pp | 36.46%-21.7pp |
| Employer contribution / active EE | $5,768 | $3,135+84.0% | $2,505+130.3% | $2,529+128.1% |
| Participant deferral / active EE | $5,509 | $3,921+40.5% | $3,888+41.7% | $3,835+43.7% |
| Admin fee / account holder | $72 | $229-68.7% | $5,065-98.6% | $1,002-92.8% |