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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $48,983 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,351 | $101,317+2.0% | $146,958-29.7% | $74,495+38.7% |
| Participation rate | 90.1% | 75.5%+14.6pp | 82.2%+7.9pp | 67.2%+22.9pp |
| Annual return | 14.87% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $3,588 | $3,810-5.8% | $4,933-27.3% | $2,623+36.8% |
| Participant deferral / active EE | $3,607 | $7,303-50.6% | $8,070-55.3% | $4,346-17.0% |
| Admin fee / account holder | $125 | $1,739-92.8% | $12,998-99.0% | $1,942-93.5% |