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 |
|---|---|---|
TIAA5 years Service code 37 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Loan Processing | $950 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,755 | $69,745+306.8% | $67,511+320.3% | $74,546+280.6% |
| Participation rate | 96.3% | 71.3%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 14.68% | -40.37%+55.1pp | 3517.41%-3502.7pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $13,242 | $2,705+389.5% | $2,733+384.6% | $2,624+404.6% |
| Participant deferral / active EE | $7,311 | $3,636+101.1% | $4,000+82.8% | $4,347+68.2% |
| Admin fee / account holder | $4 | $894-99.6% | $3,999-99.9% | $1,944-99.8% |