Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $19,522 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,109 | $81,233-11.2% | $155,567-53.6% | $80,874-10.8% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.8pp | 67.6%+28.3pp |
| Annual return | 14.53% | 33.33%-18.8pp | 64.74%-50.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $5,149 | $3,101+66.1% | $4,674+10.2% | $2,756+86.9% |
| Participant deferral / active EE | $7,060 | $3,452+104.5% | $5,628+25.5% | $4,297+64.3% |
| Admin fee / account holder | $130 | $7,998-98.4% | $15,916-99.2% | $6,935-98.1% |