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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,881 | $46,674-23.1% | $117,472-69.5% | $68,494-47.6% |
| Participation rate | 96.8% | 56.8%+40.0pp | 70.6%+26.2pp | 67.9%+28.9pp |
| Annual return | -13.64% | -14.52%+0.9pp | 29.74%-43.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,951 | $1,505+29.7% | $4,176-53.3% | $2,596-24.8% |
| Participant deferral / active EE | $4,705 | $2,636+78.5% | $4,070+15.6% | $4,027+16.8% |
| Admin fee / account holder | $11 | $4,020-99.7% | $5,645-99.8% | $5,403-99.8% |