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 | $200,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,266 | $50,127-51.6% | $149,673-83.8% | $80,160-69.7% |
| Participation rate | 80.2% | 64.3%+15.9pp | 78.8%+1.4pp | 72.9%+7.2pp |
| Annual return | 18.58% | 29.82%-11.2pp | 134.42%-115.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $1,355 | $1,865-27.3% | $4,818-71.9% | $2,978-54.5% |
| Participant deferral / active EE | $2,076 | $3,194-35.0% | $5,680-63.5% | $5,017-58.6% |
| Admin fee / account holder | $37 | $153-75.5% | $13,210-99.7% | $145-74.2% |