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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,448 | $79,124+8.0% | $60,874+40.4% | $64,808+31.8% |
| Participation rate | 97.1% | 77.7%+19.3pp | 73.1%+23.9pp | 71.5%+25.6pp |
| Annual return | -13.79% | -7.13%-6.7pp | 16.90%-30.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,487 | $3,050-18.5% | $2,701-8.0% | $2,506-0.8% |
| Participant deferral / active EE | $5,018 | $3,725+34.7% | $3,817+31.5% | $4,310+16.4% |
| Admin fee / account holder | $2 | $106-97.9% | $3,224-99.9% | $188-98.8% |