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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,919 | $51,197+149.9% | $82,719+54.6% | $66,914+91.2% |
| Participation rate | 97.9% | 67.8%+30.0pp | 72.6%+25.3pp | 69.8%+28.1pp |
| Annual return | -10.78% | -9.64%-1.1pp | 701.18%-712.0pp | 1.58%-12.4pp |
| Employer contribution / active EE | $4,982 | $2,611+90.8% | $3,009+65.6% | $2,544+95.8% |
| Participant deferral / active EE | $7,019 | $3,458+103.0% | $4,395+59.7% | $4,237+65.7% |
| Admin fee / account holder | $4 | $416-99.0% | $5,329-99.9% | $593-99.3% |