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 |
|---|---|---|
TIAA10+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $19,579 |
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 | $68,414 | $67,984+0.6% | $65,493+4.5% | $74,304-7.9% |
| Participation rate | 98.6% | 66.3%+32.3pp | 73.1%+25.5pp | 60.3%+38.3pp |
| Annual return | 9.18% | 19.87%-10.7pp | 982.45%-973.3pp | 29.43%-20.3pp |
| Employer contribution / active EE | $1,842 | $2,491-26.1% | $2,574-28.4% | $2,241-17.8% |
| Participant deferral / active EE | $3,208 | $3,346-4.1% | $3,961-19.0% | $3,767-14.8% |
| Admin fee / account holder | $61 | $1,373-95.5% | $5,028-98.8% | $2,969-97.9% |