Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $10,161 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,956 | $46,464-54.9% | $150,298-86.1% | $79,634-73.7% |
| Participation rate | 80.2% | 57.0%+23.2pp | 77.8%+2.4pp | 62.5%+17.7pp |
| Annual return | 13.77% | 27.89%-14.1pp | 62.79%-49.0pp | 36.46%-22.7pp |
| Employer contribution / active EE | $1,461 | $1,512-3.4% | $4,154-64.8% | $2,529-42.2% |
| Participant deferral / active EE | $1,872 | $2,157-13.2% | $5,453-65.7% | $3,835-51.2% |
| Admin fee / account holder | $21 | $891-97.7% | $14,116-99.9% | $1,002-97.9% |