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 |
|---|---|---|
TIAA3 years Service code 12 · EIN 13-1624203 | Custodial (securities); Direct paymen... | $25,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,007 | $58,264+181.5% | $86,612+89.4% | $71,457+129.5% |
| Participation rate | 96.4% | 65.0%+31.4pp | 71.7%+24.7pp | 67.9%+28.4pp |
| Annual return | 18.53% | 21.63%-3.1pp | 591.07%-572.5pp | 28.85%-10.3pp |
| Employer contribution / active EE | $11,976 | $2,574+365.2% | $3,022+296.2% | $2,588+362.8% |
| Participant deferral / active EE | $5,968 | $3,436+73.7% | $4,438+34.5% | $4,289+39.2% |
| Admin fee / account holder | $105 | $1,057-90.1% | $5,614-98.1% | $1,587-93.4% |