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 | Recordkeeping | $44,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,897 | $46,292+53.2% | $143,757-50.7% | $64,808+9.4% |
| Participation rate | 90.1% | 64.2%+25.9pp | 80.3%+9.8pp | 71.5%+18.6pp |
| Annual return | -12.83% | -10.05%-2.8pp | -0.04%-12.8pp | 32.82%-45.6pp |
| Employer contribution / active EE | $1,938 | $1,910+1.5% | $4,951-60.9% | $2,506-22.7% |
| Participant deferral / active EE | $5,341 | $2,646+101.9% | $5,637-5.3% | $4,310+23.9% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |