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 |
|---|---|---|
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $29,164 |
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 | $84,212 | $69,763+20.7% | $67,502+24.8% | $74,495+13.0% |
| Participation rate | 98.3% | 71.4%+26.9pp | 72.9%+25.4pp | 67.2%+31.1pp |
| Annual return | 13.38% | -40.34%+53.7pp | 3512.12%-3498.7pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,786 | $2,704+40.0% | $2,731+38.6% | $2,623+44.3% |
| Participant deferral / active EE | $1,610 | $3,636-55.7% | $4,000-59.7% | $4,346-62.9% |
| Admin fee / account holder | $41 | $896-95.5% | $3,998-99.0% | $1,942-97.9% |