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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,126 | $65,557-44.9% | $64,056-43.6% | $71,457-49.4% |
| Participation rate | 97.1% | 73.2%+24.0pp | 72.3%+24.8pp | 67.9%+29.2pp |
| Annual return | 13.48% | 18.94%-5.5pp | 33.69%-20.2pp | 28.85%-15.4pp |
| Employer contribution / active EE | $822 | $2,669-69.2% | $2,747-70.1% | $2,588-68.2% |
| Participant deferral / active EE | $1,668 | $3,626-54.0% | $3,880-57.0% | $4,289-61.1% |
| Admin fee / account holder | $1 | $616-99.9% | $3,068-100.0% | $1,587-100.0% |