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 | $166,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,812 | $45,000-53.8% | $143,757-85.5% | $77,904-73.3% |
| Participation rate | 86.6% | 66.8%+19.7pp | 80.3%+6.2pp | 73.7%+12.9pp |
| Annual return | -15.59% | 29.03%-44.6pp | -0.04%-15.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,412 | $1,870-24.5% | $4,951-71.5% | $2,848-50.4% |
| Participant deferral / active EE | $2,144 | $3,157-32.1% | $5,637-62.0% | $4,806-55.4% |
| Admin fee / account holder | $34 | $98-65.5% | $14,673-99.8% | $133-74.4% |