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 7-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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,571 | $53,136-8.6% | $155,509-68.8% | $199,593-75.7% |
| Participation rate | 71.4% | 64.1%+7.3pp | 78.2%-6.8pp | 72.0%-0.6pp |
| Annual return | 14.51% | 41.15%-26.6pp | 64.67%-50.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $2,814 | $1,851+52.0% | $4,672-39.8% | $3,034-7.3% |
| Participant deferral / active EE | $5,063 | $3,161+60.2% | $5,626-10.0% | $5,087-0.5% |
| Admin fee / account holder | $15 | $185-91.8% | $15,912-99.9% | $269-94.4% |