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 |
|---|---|---|
TIAA2 years Service code 19 · EIN 13-1624203 | Securities Custodian | $625 |
Filed as: TRANSAMERICA Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $40 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,856 | $96,018-42.9% | $65,493-16.2% | $85,563-35.9% |
| Participation rate | 89.4% | 74.8%+14.5pp | 73.1%+16.3pp | 66.0%+23.4pp |
| Annual return | 14.32% | 14.51%-0.2pp | 982.45%-968.1pp | 31.51%-17.2pp |
| Employer contribution / active EE | $1,031 | $3,235-68.1% | $2,574-60.0% | $2,654-61.2% |
| Participant deferral / active EE | $2,372 | $4,055-41.5% | $3,961-40.1% | $4,375-45.8% |
| Admin fee / account holder | $4 | $271-98.3% | $5,028-99.9% | $834-99.5% |