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 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,764 | $62,603-20.5% | $104,294-52.3% | $66,914-25.6% |
| Participation rate | 95.7% | 59.6%+36.1pp | 73.3%+22.5pp | 69.8%+25.9pp |
| Annual return | -13.81% | -14.70%+0.9pp | 24.61%-38.4pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,524 | $1,972+28.0% | $3,372-25.1% | $2,544-0.8% |
| Participant deferral / active EE | $4,005 | $2,853+40.4% | $4,625-13.4% | $4,237-5.5% |
| Admin fee / account holder | $0 | $656-100.0% | $7,339-100.0% | $593-100.0% |