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 99 · EIN 13-1624203 | Other Fees | $13,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,819 | $61,272-51.3% | $149,673-80.1% | $71,457-58.3% |
| Participation rate | 96.6% | 62.5%+34.1pp | 78.8%+17.8pp | 67.9%+28.6pp |
| Annual return | 18.40% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,717 | $2,378+56.3% | $4,818-22.9% | $2,588+43.6% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $65 | $1,261-94.9% | $13,210-99.5% | $1,587-95.9% |