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 12 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Direct payment from the plan; Claims ... | $20,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,308 | $51,197+183.8% | $82,719+75.7% | $66,914+117.2% |
| Participation rate | 98.3% | 67.8%+30.5pp | 72.6%+25.8pp | 69.8%+28.5pp |
| Annual return | -14.31% | -9.64%-4.7pp | 701.18%-715.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $12,743 | $2,611+388.1% | $3,009+323.5% | $2,544+400.9% |
| Participant deferral / active EE | $6,371 | $3,458+84.2% | $4,395+44.9% | $4,237+50.4% |
| Admin fee / account holder | $90 | $416-78.5% | $5,329-98.3% | $593-84.9% |