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 9-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 |
|---|---|---|
TIAA6+ years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $13,879 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,079 | $52,670-73.3% | $90,404-84.4% | $73,409-80.8% |
| Participation rate | 96.8% | 67.7%+29.1pp | 72.7%+24.1pp | 72.2%+24.6pp |
| Annual return | 14.08% | 20.70%-6.6pp | 1293.02%-1278.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,560 | $1,872-16.6% | $3,262-52.2% | $2,234-30.2% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $30 | $117-74.0% | $5,611-99.5% | $158-80.8% |