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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $256,167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,850 | $53,136-45.7% | $155,509-81.4% | $199,593-85.5% |
| Participation rate | 89.7% | 64.1%+25.7pp | 78.2%+11.6pp | 72.0%+17.8pp |
| Annual return | 16.16% | 41.15%-25.0pp | 64.67%-48.5pp | 34.25%-18.1pp |
| Employer contribution / active EE | $2,048 | $1,851+10.7% | $4,672-56.2% | $3,034-32.5% |
| Participant deferral / active EE | $3,008 | $3,161-4.8% | $5,626-46.5% | $5,087-40.9% |
| Admin fee / account holder | $46 | $185-75.1% | $15,912-99.7% | $269-82.8% |