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 | $680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,212 | $84,948+27.4% | $70,449+53.6% | $73,409+47.4% |
| Participation rate | 97.9% | 79.9%+17.9pp | 75.1%+22.8pp | 72.2%+25.7pp |
| Annual return | 12.76% | 13.39%-0.6pp | 109.03%-96.3pp | 59.29%-46.5pp |
| Employer contribution / active EE | $3,157 | $2,834+11.4% | $2,737+15.4% | $2,234+41.3% |
| Participant deferral / active EE | $4,282 | $3,387+26.4% | $3,709+15.5% | $3,805+12.5% |
| Admin fee / account holder | $1 | $98-99.2% | $3,845-100.0% | $158-99.5% |