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 |
|---|---|---|
TIAA7+ years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173201 | Contract Administrator | $41,837 |
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 | $51,252 | $74,706-31.4% | $75,696-32.3% | $79,386-35.4% |
| Participation rate | 99.5% | 75.3%+24.1pp | 74.8%+24.6pp | 70.7%+28.8pp |
| Annual return | 13.32% | 18.52%-5.2pp | 104.53%-91.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,375 | $2,590-8.3% | $2,743-13.4% | $2,427-2.2% |
| Participant deferral / active EE | $2,155 | $3,533-39.0% | $3,821-43.6% | $4,046-46.7% |
| Admin fee / account holder | $85 | $374-77.4% | $3,619-97.7% | $626-86.5% |