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 |
|---|---|---|
TIAA7+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $19,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,679 | $60,989+15.9% | $60,874+16.1% | $66,914+5.6% |
| Participation rate | 97.4% | 74.5%+23.0pp | 73.1%+24.3pp | 69.8%+27.6pp |
| Annual return | -9.07% | -9.60%+0.5pp | 16.90%-26.0pp | 1.58%-10.7pp |
| Employer contribution / active EE | $1,583 | $2,661-40.5% | $2,701-41.4% | $2,544-37.8% |
| Participant deferral / active EE | $2,625 | $3,615-27.4% | $3,817-31.2% | $4,237-38.0% |
| Admin fee / account holder | $66 | $338-80.4% | $3,224-97.9% | $593-88.8% |