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 |
|---|---|---|
TIAA1 year Service code 27 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Advisory (Plan) | $78 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,060 | $77,899-43.4% | $149,673-70.6% | $75,163-41.4% |
| Participation rate | 94.0% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.8pp |
| Annual return | 29.60% | 31.72%-2.1pp | 134.42%-104.8pp | 160.62%-131.0pp |
| Employer contribution / active EE | $3,954 | $3,137+26.0% | $4,818-17.9% | $2,670+48.1% |
| Participant deferral / active EE | $329 | $3,411-90.4% | $5,680-94.2% | $4,125-92.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |