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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,720 | $47,479+103.7% | $62,929+53.7% | $82,448+17.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.69% | 20.34%-4.7pp | 1063.93%-1048.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $4,008 | $1,885+112.6% | $2,505+60.0% | $2,551+57.1% |
| Participant deferral / active EE | $7,427 | $2,870+158.7% | $3,888+91.0% | $4,139+79.4% |
| Admin fee / account holder | $24 | $3,804-99.4% | $5,065-99.5% | $7,234-99.7% |