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 | Recordkeeping | $112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,625 | $42,894+115.9% | $60,874+52.2% | $68,494+35.2% |
| Participation rate | 84.0% | 66.8%+17.2pp | 73.1%+10.9pp | 67.9%+16.1pp |
| Annual return | -10.67% | -13.98%+3.3pp | 16.90%-27.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $7,236 | $1,978+265.8% | $2,701+167.9% | $2,596+178.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |