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 15 · EIN 13-1624203 | Recordkeeping | $4,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,757 | $79,124+105.7% | $60,874+167.4% | $64,808+151.1% |
| Participation rate | 99.3% | 77.7%+21.6pp | 73.1%+26.2pp | 71.5%+27.8pp |
| Annual return | -6.46% | -7.13%+0.7pp | 16.90%-23.4pp | 32.82%-39.3pp |
| Employer contribution / active EE | $6,283 | $3,050+106.0% | $2,701+132.6% | $2,506+150.7% |
| Participant deferral / active EE | $5,856 | $3,725+57.2% | $3,817+53.4% | $4,310+35.9% |
| Admin fee / account holder | $6 | $106-94.3% | $3,224-99.8% | $188-96.8% |