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 64 · EIN 13-1624203 | Recordkeeping Fees | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,206 | $62,327+28.7% | $120,354-33.4% | $74,495+7.7% |
| Participation rate | 92.2% | 56.8%+35.4pp | 71.9%+20.3pp | 67.2%+25.0pp |
| Annual return | 13.00% | 18.61%-5.6pp | 107.15%-94.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,669 | $1,843+44.8% | $3,463-22.9% | $2,623+1.7% |
| Participant deferral / active EE | $5,098 | $2,893+76.2% | $4,991+2.1% | $4,346+17.3% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,423-100.0% | $1,942-100.0% |