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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,006 | $67,984+72.1% | $65,493+78.7% | $74,304+57.5% |
| Participation rate | 94.1% | 66.3%+27.8pp | 73.1%+21.0pp | 60.3%+33.8pp |
| Annual return | 14.10% | 19.87%-5.8pp | 982.45%-968.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,749 | $2,491+10.3% | $2,574+6.8% | $2,241+22.6% |
| Participant deferral / active EE | $5,495 | $3,346+64.2% | $3,961+38.7% | $3,767+45.9% |
| Admin fee / account holder | $61 | $1,373-95.6% | $5,028-98.8% | $2,969-98.0% |