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 |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $9,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,507 | $65,061-59.3% | $143,757-81.6% | $66,914-60.4% |
| Participation rate | 87.0% | 65.2%+21.9pp | 80.3%+6.7pp | 69.8%+17.2pp |
| Annual return | -16.46% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,317 | $2,361+40.5% | $4,951-33.0% | $2,544+30.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $54 | $502-89.3% | $14,673-99.6% | $593-91.0% |