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 |
|---|---|---|
TIAA9+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $1,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,151 | $55,415-67.2% | $155,509-88.3% | $74,495-75.6% |
| Participation rate | 96.7% | 61.9%+34.7pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 14.46% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,053 | $2,267+34.6% | $4,672-34.7% | $2,623+16.4% |
| Participant deferral / active EE | $1,260 | $2,836-55.6% | $5,626-77.6% | $4,346-71.0% |
| Admin fee / account holder | $2 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |