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 |
|---|---|---|
TIAA2 years Service code 23 730 THIRD AVE. · NEW YORK, NC 10017 | Insurance services | $0 |
Participant contribution per participant 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 | $39,531 | $42,894-7.8% | $60,874-35.1% | $68,494-42.3% |
| Participation rate | 93.3% | 66.8%+26.5pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -9.92% | -13.98%+4.1pp | 16.90%-26.8pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,047 | $1,978+3.5% | $2,701-24.2% | $2,596-21.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $176 | $3,101-94.3% | $3,224-94.5% | $5,403-96.7% |