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 Filed as: TIAA-CREF Service code 13 | Contract Administrator | $0 |
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 | $104,515 | $60,795+71.9% | $69,455+50.5% | $65,185+60.3% |
| Participation rate | 98.4% | 74.9%+23.5pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 18.78% | 17.46%+1.3pp | 28.97%-10.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $4,997 | $2,452+103.8% | $2,779+79.8% | $2,177+129.6% |
| Participant deferral / active EE | $6,810 | $3,162+115.4% | $3,535+92.6% | $3,514+93.8% |
| Admin fee / account holder | $47 | $314-84.9% | $3,839-98.8% | $847-94.4% |