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 |
|---|---|---|
TIAA8+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $1,275 |
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 | $17,083 | $61,272-72.1% | $149,673-88.6% | $71,457-76.1% |
| Participation rate | 95.4% | 62.5%+32.9pp | 78.8%+16.6pp | 67.9%+27.5pp |
| Annual return | 10.16% | 35.85%-25.7pp | 134.42%-124.3pp | 28.85%-18.7pp |
| Employer contribution / active EE | $2,920 | $2,378+22.8% | $4,818-39.4% | $2,588+12.9% |
| Participant deferral / active EE | $1,289 | $2,917-55.8% | $5,680-77.3% | $4,289-69.9% |
| Admin fee / account holder | $2 | $1,261-99.9% | $13,210-100.0% | $1,587-99.9% |