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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,665 | $45,343-50.0% | $150,298-84.9% | $67,986-66.7% |
| Participation rate | 98.6% | 51.9%+46.8pp | 77.8%+20.9pp | 57.2%+41.4pp |
| Annual return | 17.48% | 33.28%-15.8pp | 62.79%-45.3pp | 31.67%-14.2pp |
| Employer contribution / active EE | $468 | $1,462-68.0% | $4,154-88.7% | $2,019-76.8% |
| Participant deferral / active EE | $1,605 | $2,055-21.9% | $5,453-70.6% | $3,358-52.2% |
| Admin fee / account holder | $18 | $2,250-99.2% | $14,116-99.9% | $3,203-99.4% |