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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,002 | $83,884+27.6% | $64,056+67.0% | $74,419+43.8% |
| Participation rate | 98.2% | 76.6%+21.5pp | 72.3%+25.9pp | 70.7%+27.4pp |
| Annual return | 13.76% | 16.57%-2.8pp | 33.69%-19.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $2,250 | $3,084-27.0% | $2,747-18.1% | $2,637-14.7% |
| Participant deferral / active EE | $3,873 | $3,692+4.9% | $3,880-0.2% | $4,528-14.5% |
| Admin fee / account holder | $0 | $196-100.0% | $3,068-100.0% | $348-100.0% |