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 15 · EIN 13-1624203 | Recordkeeping | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,151 | $54,350+43.8% | $82,719-5.5% | $68,494+14.1% |
| Participation rate | 75.6% | 63.9%+11.7pp | 72.6%+3.0pp | 67.9%+7.7pp |
| Annual return | -14.98% | -13.67%-1.3pp | 701.18%-716.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,499 | $2,218+102.8% | $3,009+49.5% | $2,596+73.3% |
| Participant deferral / active EE | $3,992 | $3,246+23.0% | $4,395-9.2% | $4,027-0.9% |
| Admin fee / account holder | $2 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |