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 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $13,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,986 | $46,553-54.9% | $64,056-67.2% | $75,163-72.1% |
| Participation rate | 98.9% | 65.9%+32.9pp | 72.3%+26.6pp | 67.2%+31.7pp |
| Annual return | 14.81% | 26.03%-11.2pp | 33.69%-18.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,942 | $1,974-1.6% | $2,747-29.3% | $2,670-27.3% |
| Participant deferral / active EE | $3,559 | $2,837+25.5% | $3,880-8.3% | $4,125-13.7% |
| Admin fee / account holder | $38 | $2,952-98.7% | $3,068-98.8% | $5,651-99.3% |