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 |
|---|---|---|
TIAA8+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $17,716 |
Annual investment return 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 | $67,391 | $65,557+2.8% | $64,056+5.2% | $71,457-5.7% |
| Participation rate | 95.8% | 73.2%+22.6pp | 72.3%+23.5pp | 67.9%+27.9pp |
| Annual return | 8.48% | 18.94%-10.5pp | 33.69%-25.2pp | 28.85%-20.4pp |
| Employer contribution / active EE | $1,560 | $2,669-41.5% | $2,747-43.2% | $2,588-39.7% |
| Participant deferral / active EE | $2,702 | $3,626-25.5% | $3,880-30.4% | $4,289-37.0% |
| Admin fee / account holder | $58 | $616-90.6% | $3,068-98.1% | $1,587-96.3% |