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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $16,212 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,263 | $48,230-55.9% | $67,502-68.5% | $80,856-73.7% |
| Participation rate | 98.7% | 66.4%+32.3pp | 72.9%+25.8pp | 67.6%+31.0pp |
| Annual return | 11.32% | 18.28%-7.0pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,277 | $2,020+12.7% | $2,731-16.6% | $2,755-17.4% |
| Participant deferral / active EE | $4,658 | $2,924+59.3% | $4,000+16.5% | $4,296+8.4% |
| Admin fee / account holder | $48 | $3,681-98.7% | $3,998-98.8% | $6,918-99.3% |