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 |
|---|---|---|
TIAA1+ years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Plan Administrator | $30,415 |
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 | $98,545 | $68,408+44.1% | $57,179+72.3% | $57,658+70.9% |
| Participation rate | 94.3% | 79.1%+15.2pp | 75.3%+19.0pp | 70.2%+24.1pp |
| Annual return | 6.83% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.7pp |
| Employer contribution / active EE | $4,259 | $2,869+48.4% | $2,682+58.8% | $1,974+115.8% |
| Participant deferral / active EE | $3,889 | $2,903+34.0% | $3,096+25.6% | $3,061+27.1% |
| Admin fee / account holder | $39 | $70-44.3% | $3,139-98.8% | $95-59.0% |