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 |
|---|---|---|
TIAA2 years Service code 37 · EIN 13-1624203 | Loan Processing | $22,056 |
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 | $38,720 | $48,335-19.9% | $121,098-68.0% | $71,457-45.8% |
| Participation rate | 98.0% | 54.3%+43.7pp | 69.5%+28.5pp | 67.9%+30.0pp |
| Annual return | 14.43% | 23.32%-8.9pp | 985.75%-971.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $2,092 | $1,489+40.5% | $4,164-49.8% | $2,588-19.1% |
| Participant deferral / active EE | $2,067 | $2,754-25.0% | $4,080-49.3% | $4,289-51.8% |
| Admin fee / account holder | $80 | $1,841-95.6% | $5,644-98.6% | $1,587-94.9% |