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 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $6,506 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,236 | $74,706+24.8% | $75,696+23.2% | $79,386+17.4% |
| Participation rate | 79.4% | 75.3%+4.1pp | 74.8%+4.6pp | 70.7%+8.7pp |
| Annual return | 15.13% | 18.52%-3.4pp | 104.53%-89.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,926 | $2,590-25.6% | $2,743-29.8% | $2,427-20.7% |
| Participant deferral / active EE | $5,602 | $3,533+58.6% | $3,821+46.6% | $4,046+38.5% |
| Admin fee / account holder | $66 | $374-82.4% | $3,619-98.2% | $626-89.5% |