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 | $12,272 |
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
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 | $113,638 | $67,984+67.2% | $65,493+73.5% | $74,304+52.9% |
| Participation rate | 78.3% | 66.3%+12.0pp | 73.1%+5.2pp | 60.3%+18.0pp |
| Annual return | 11.20% | 19.87%-8.7pp | 982.45%-971.2pp | 29.43%-18.2pp |
| Employer contribution / active EE | $2,359 | $2,491-5.3% | $2,574-8.4% | $2,241+5.3% |
| Participant deferral / active EE | $3,016 | $3,346-9.9% | $3,961-23.9% | $3,767-19.9% |
| Admin fee / account holder | $6 | $1,373-99.6% | $5,028-99.9% | $2,969-99.8% |