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 |
|---|---|---|
TIAA9+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $17,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,784 | $69,763-1.4% | $67,502+1.9% | $74,495-7.7% |
| Participation rate | 98.0% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 14.33% | -40.34%+54.7pp | 3512.12%-3497.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,484 | $2,704-45.1% | $2,731-45.7% | $2,623-43.4% |
| Participant deferral / active EE | $2,627 | $3,636-27.7% | $4,000-34.3% | $4,346-39.5% |
| Admin fee / account holder | $58 | $896-93.5% | $3,998-98.5% | $1,942-97.0% |