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 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $2,298 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,805 | $48,795-36.9% | $65,493-53.0% | $84,808-63.7% |
| Participation rate | 98.1% | 67.0%+31.1pp | 73.1%+25.0pp | 68.3%+29.8pp |
| Annual return | 11.29% | 20.20%-8.9pp | 982.45%-971.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,657 | $1,930+37.7% | $2,574+3.2% | $2,631+1.0% |
| Participant deferral / active EE | $2,450 | $2,928-16.4% | $3,961-38.2% | $4,212-41.8% |
| Admin fee / account holder | $14 | $3,877-99.6% | $5,028-99.7% | $7,344-99.8% |