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 15 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $450 |
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 | $76,565 | $82,978-7.7% | $129,995-41.1% | $71,457+7.1% |
| Participation rate | 96.3% | 74.1%+22.2pp | 78.5%+17.8pp | 67.9%+28.4pp |
| Annual return | 15.17% | 20.60%-5.4pp | -137.18%+152.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $11 | $1,729-99.4% | $10,614-99.9% | $1,587-99.3% |