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 |
|---|---|---|
TIAA7+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $1,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,851 | $65,061-72.6% | $143,757-87.6% | $66,914-73.3% |
| Participation rate | 95.9% | 65.2%+30.7pp | 80.3%+15.6pp | 69.8%+26.1pp |
| Annual return | -12.23% | -11.14%-1.1pp | -0.04%-12.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $3,020 | $2,361+27.9% | $4,951-39.0% | $2,544+18.7% |
| Participant deferral / active EE | $1,506 | $2,919-48.4% | $5,637-73.3% | $4,237-64.5% |
| Admin fee / account holder | $4 | $502-99.2% | $14,673-100.0% | $593-99.3% |