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 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $10,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,323 | $42,894-55.0% | $60,874-68.3% | $68,494-71.8% |
| Participation rate | 99.0% | 66.8%+32.2pp | 73.1%+25.9pp | 67.9%+31.1pp |
| Annual return | -12.21% | -13.98%+1.8pp | 16.90%-29.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $776 | $1,978-60.8% | $2,701-71.3% | $2,596-70.1% |
| Participant deferral / active EE | $4,786 | $2,867+67.0% | $3,817+25.4% | $4,027+18.8% |
| Admin fee / account holder | $30 | $3,101-99.0% | $3,224-99.1% | $5,403-99.4% |