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 |
|---|---|---|
TIAA10+ years Service code 18 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Custodial (other than securities) | $1,300 |
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 | $19,666 | $50,982-61.4% | $154,803-87.3% | $85,563-77.0% |
| Participation rate | 98.4% | 59.8%+38.6pp | 78.1%+20.3pp | 66.0%+32.4pp |
| Annual return | 11.56% | 30.35%-18.8pp | 58.88%-47.3pp | 31.51%-20.0pp |
| Employer contribution / active EE | $3,534 | $1,708+106.9% | $4,305-17.9% | $2,654+33.2% |
| Participant deferral / active EE | $1,431 | $2,474-42.2% | $5,540-74.2% | $4,375-67.3% |
| Admin fee / account holder | $1 | $846-99.8% | $14,329-100.0% | $834-99.8% |