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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,691 | $42,894+6.5% | $60,874-24.9% | $68,494-33.3% |
| Participation rate | 79.6% | 66.8%+12.8pp | 73.1%+6.5pp | 67.9%+11.7pp |
| Annual return | -8.44% | -13.98%+5.5pp | 16.90%-25.3pp | -7.84%-0.6pp |
| Employer contribution / active EE | $1,575 | $1,978-20.4% | $2,701-41.7% | $2,596-39.3% |
| Participant deferral / active EE | $2,623 | $2,867-8.5% | $3,817-31.3% | $4,027-34.9% |
| Admin fee / account holder | $63 | $3,101-98.0% | $3,224-98.0% | $5,403-98.8% |