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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $750 |
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 | $118,231 | $94,833+24.7% | $75,696+56.2% | $86,799+36.2% |
| Participation rate | 97.0% | 79.1%+17.9pp | 74.8%+22.1pp | 72.3%+24.7pp |
| Annual return | 11.79% | 16.91%-5.1pp | 104.53%-92.7pp | 97.91%-86.1pp |
| Employer contribution / active EE | $2,296 | $2,904-20.9% | $2,743-16.3% | $2,405-4.5% |
| Participant deferral / active EE | $3,969 | $3,632+9.3% | $3,821+3.9% | $4,131-3.9% |
| Admin fee / account holder | $1 | $109-99.2% | $3,619-100.0% | $170-99.5% |