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 15 · EIN 13-1624203 | Recordkeeping | $13,185 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,389 | $52,293+46.1% | $178,490-57.2% | $73,409+4.1% |
| Participation rate | 92.6% | 65.3%+27.2pp | 81.9%+10.7pp | 72.2%+20.4pp |
| Annual return | 12.32% | 34.75%-22.4pp | 151.07%-138.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $1,596 | $1,735-8.0% | $5,011-68.1% | $2,234-28.5% |
| Participant deferral / active EE | $4,354 | $2,332+86.7% | $5,202-16.3% | $3,805+14.4% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |