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 |
|---|---|---|
TIAA2 years Service code 50 · EIN 13-1624203 | Direct Payment | $475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,147 | $60,989+26.5% | $60,874+26.7% | $66,914+15.3% |
| Participation rate | 97.3% | 74.5%+22.8pp | 73.1%+24.2pp | 69.8%+27.5pp |
| Annual return | -9.82% | -9.60%-0.2pp | 16.90%-26.7pp | 1.58%-11.4pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,362 | $3,615+103.7% | $3,817+92.9% | $4,237+73.8% |
| Admin fee / account holder | $0 | $338-99.9% | $3,224-100.0% | $593-99.9% |