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 13 · EIN 13-1624203 730 THIRD · NEW YORK, NY 10017 | Contract Administrator | $31,491 |
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 | $40,093 | $60,795-34.1% | $69,455-42.3% | $65,185-38.5% |
| Participation rate | 99.5% | 74.9%+24.7pp | 74.6%+24.9pp | 70.2%+29.3pp |
| Annual return | 19.12% | 17.46%+1.7pp | 28.97%-9.8pp | 29.38%-10.3pp |
| Employer contribution / active EE | $2,453 | $2,4520% | $2,779-11.7% | $2,177+12.7% |
| Participant deferral / active EE | $2,194 | $3,162-30.6% | $3,535-37.9% | $3,514-37.6% |
| Admin fee / account holder | $62 | $314-80.1% | $3,839-98.4% | $847-92.6% |