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 27 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Advisory (Plan) | $3,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,774 | $81,248-37.5% | $155,509-67.3% | $80,856-37.2% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.2%+19.2pp | 67.6%+29.8pp |
| Annual return | 10.97% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,114 | $3,100+32.7% | $4,672-12.0% | $2,755+49.3% |
| Participant deferral / active EE | $1,571 | $3,452-54.5% | $5,626-72.1% | $4,296-63.4% |
| Admin fee / account holder | $19 | $7,997-99.8% | $15,912-99.9% | $6,918-99.7% |