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 | $425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,542 | $57,651+25.8% | $112,229-35.4% | $71,457+1.5% |
| Participation rate | 92.7% | 58.9%+33.7pp | 72.4%+20.2pp | 67.9%+24.8pp |
| Annual return | 18.03% | 18.32%-0.3pp | 30.20%-12.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,763 | $1,913+44.4% | $3,430-19.5% | $2,588+6.8% |
| Participant deferral / active EE | $4,834 | $2,863+68.9% | $4,798+0.8% | $4,289+12.7% |
| Admin fee / account holder | $0 | $1,581-100.0% | $7,748-100.0% | $1,587-100.0% |