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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,637 | $69,745+62.9% | $67,511+68.3% | $74,546+52.4% |
| Participation rate | 94.2% | 71.3%+22.8pp | 72.9%+21.3pp | 67.2%+27.0pp |
| Annual return | 12.27% | -40.37%+52.6pp | 3517.41%-3505.1pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $2,760 | $2,705+2.0% | $2,733+1.0% | $2,624+5.2% |
| Participant deferral / active EE | $5,372 | $3,636+47.7% | $4,000+34.3% | $4,347+23.6% |
| Admin fee / account holder | $46 | $894-94.9% | $3,999-98.9% | $1,944-97.7% |