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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,627 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,353 | $69,763+20.9% | $67,502+25.0% | $74,495+13.2% |
| Participation rate | 90.7% | 71.4%+19.4pp | 72.9%+17.9pp | 67.2%+23.5pp |
| Annual return | 13.07% | -40.34%+53.4pp | 3512.12%-3499.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,353 | $2,704-13.0% | $2,731-13.9% | $2,623-10.3% |
| Participant deferral / active EE | $2,850 | $3,636-21.6% | $4,000-28.7% | $4,346-34.4% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |