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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,454 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,120 | $69,763+62.1% | $67,502+67.6% | $74,495+51.8% |
| Participation rate | 98.7% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 11.47% | -40.34%+51.8pp | 3512.12%-3500.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $4,444 | $2,704+64.4% | $2,731+62.7% | $2,623+69.4% |
| Participant deferral / active EE | $4,665 | $3,636+28.3% | $4,000+16.6% | $4,346+7.3% |
| Admin fee / account holder | $104 | $896-88.4% | $3,998-97.4% | $1,942-94.7% |