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 year Service code 14 · EIN 13-1624203 | Plan Administrator | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,857 | $53,822+0.1% | $75,696-28.9% | $85,850-37.3% |
| Participation rate | 88.6% | 69.1%+19.6pp | 74.8%+13.8pp | 69.3%+19.3pp |
| Annual return | 16.90% | 24.54%-7.6pp | 104.53%-87.6pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,532 | $2,895+22.0% | $3,821-7.6% | $3,952-10.6% |
| Admin fee / account holder | $1 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |