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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,835 | $69,763+25.9% | $67,502+30.1% | $74,495+17.9% |
| Participation rate | 99.2% | 71.4%+27.9pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 13.28% | -40.34%+53.6pp | 3512.12%-3498.8pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,906 | $2,704+7.5% | $2,731+6.4% | $2,623+10.8% |
| Participant deferral / active EE | $9,415 | $3,636+159.0% | $4,000+135.4% | $4,346+116.7% |
| Admin fee / account holder | $68 | $896-92.4% | $3,998-98.3% | $1,942-96.5% |