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 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Plan Administrator | $41,890 |
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 | $107,910 | $74,552+44.7% | $62,995+71.3% | $69,631+55.0% |
| Participation rate | 94.9% | 78.3%+16.7pp | 74.8%+20.1pp | 70.7%+24.3pp |
| Annual return | 14.21% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $4,621 | $2,929+57.8% | $2,759+67.5% | $2,032+127.4% |
| Participant deferral / active EE | $4,253 | $2,974+43.0% | $3,329+27.7% | $3,224+31.9% |
| Admin fee / account holder | $55 | $59-6.6% | $3,600-98.5% | $110-49.8% |