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 | $19,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,109 | $81,248-11.2% | $155,509-53.6% | $80,856-10.8% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.8pp | 67.6%+28.3pp |
| Annual return | 14.53% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $5,149 | $3,100+66.1% | $4,672+10.2% | $2,755+86.9% |
| Participant deferral / active EE | $7,060 | $3,452+104.6% | $5,626+25.5% | $4,296+64.4% |
| Admin fee / account holder | $130 | $7,997-98.4% | $15,912-99.2% | $6,918-98.1% |