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 | $49,915-54.6% | $154,803-85.4% | $74,304-69.5% |
| Participation rate | 98.6% | 54.0%+44.7pp | 78.1%+20.6pp | 60.3%+38.3pp |
| Annual return | 17.48% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-11.9pp |
| Employer contribution / active EE | $468 | $1,611-71.0% | $4,305-89.1% | $2,241-79.1% |
| Participant deferral / active EE | $1,605 | $2,255-28.8% | $5,540-71.0% | $3,767-57.4% |
| Admin fee / account holder | $18 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |