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 |
|---|---|---|
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $815 |
Employer contribution per participant 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 | $51,238 | $91,762-44.2% | $67,502-24.1% | $77,643-34.0% |
| Participation rate | 72.5% | 75.9%-3.4pp | 72.9%-0.4pp | 70.6%+1.9pp |
| Annual return | 23.87% | 14.87%+9.0pp | 3512.12%-3488.3pp | 31.24%-7.4pp |
| Employer contribution / active EE | $136 | $3,181-95.7% | $2,731-95.0% | $2,726-95.0% |
| Participant deferral / active EE | $1,748 | $3,903-55.2% | $4,000-56.3% | $4,647-62.4% |
| Admin fee / account holder | $5 | $176-97.1% | $3,998-99.9% | $430-98.8% |