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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $11,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,039 | $69,763+59.2% | $67,502+64.5% | $74,495+49.1% |
| Participation rate | 78.0% | 71.4%+6.6pp | 72.9%+5.1pp | 67.2%+10.8pp |
| Annual return | 13.85% | -40.34%+54.2pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,788 | $2,704+3.1% | $2,731+2.1% | $2,623+6.3% |
| Participant deferral / active EE | $5,104 | $3,636+40.4% | $4,000+27.6% | $4,346+17.4% |
| Admin fee / account holder | $85 | $896-90.5% | $3,998-97.9% | $1,942-95.6% |