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 | $13,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,501 | $51,197+156.9% | $82,719+59.0% | $66,914+96.5% |
| Participation rate | 97.5% | 67.8%+29.7pp | 72.6%+25.0pp | 69.8%+27.7pp |
| Annual return | -4.28% | -9.64%+5.4pp | 701.18%-705.5pp | 1.58%-5.9pp |
| Employer contribution / active EE | $10,580 | $2,611+305.2% | $3,009+251.6% | $2,544+315.8% |
| Participant deferral / active EE | $6,471 | $3,458+87.1% | $4,395+47.2% | $4,237+52.7% |
| Admin fee / account holder | $79 | $416-80.9% | $5,329-98.5% | $593-86.6% |