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 |
|---|---|---|
TIAA1+ years Service code 21 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Bank Trustee | $284 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,259 | $52,467+5.3% | $57,179-3.4% | $55,167+0.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 0.58% | 7.72%-7.1pp | 14.59%-14.0pp | 169.23%-168.6pp |
| Employer contribution / active EE | $3,319 | $2,477+34.0% | $2,682+23.7% | $1,963+69.1% |
| Participant deferral / active EE | $4,668 | $2,830+64.9% | $3,096+50.8% | $3,054+52.8% |
| Admin fee / account holder | $1 | $269-99.5% | $3,139-100.0% | $504-99.7% |