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 |
|---|---|---|
TIAA4 years Service code 23 730 THIRD AVE. · NEW YORK, NC 10017 | Insurance services | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,105 | $48,230-2.3% | $67,502-30.2% | $80,856-41.7% |
| Participation rate | 95.9% | 66.4%+29.5pp | 72.9%+23.0pp | 67.6%+28.3pp |
| Annual return | 11.95% | 18.28%-6.3pp | 3512.12%-3500.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,466 | $2,020+170.6% | $2,731+100.2% | $2,755+98.4% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |