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 |
|---|---|---|
TIAA1 year Service code 37 · EIN 13-1624203 | Loan Processing | $14,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,052 | $47,898-28.9% | $117,472-71.0% | $64,808-47.5% |
| Participation rate | 98.5% | 61.9%+36.6pp | 70.6%+27.9pp | 71.5%+27.0pp |
| Annual return | -10.72% | -15.54%+4.8pp | 29.74%-40.5pp | 32.82%-43.5pp |
| Employer contribution / active EE | $938 | $1,774-47.1% | $4,176-77.5% | $2,506-62.6% |
| Participant deferral / active EE | $1,573 | $3,151-50.1% | $4,070-61.4% | $4,310-63.5% |
| Admin fee / account holder | $45 | $132-65.5% | $5,645-99.2% | $188-75.8% |