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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $134,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,316 | $105,179+66.7% | $64,056+173.7% | $80,160+118.7% |
| Participation rate | 80.1% | 73.5%+6.6pp | 72.3%+7.8pp | 72.9%+7.2pp |
| Annual return | 14.34% | 20.34%-6.0pp | 33.69%-19.3pp | 40.38%-26.0pp |
| Employer contribution / active EE | $5,039 | $3,311+52.2% | $2,747+83.5% | $2,978+69.2% |
| Participant deferral / active EE | $4,647 | $4,020+15.6% | $3,880+19.8% | $5,017-7.4% |
| Admin fee / account holder | $28 | $113-75.1% | $3,068-99.1% | $145-80.6% |