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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $2,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,781 | $180,101-77.9% | $121,098-67.2% | - |
| Participation rate | 98.0% | 65.2%+32.7pp | 69.5%+28.5pp | - |
| Annual return | 12.06% | 26.55%-14.5pp | 985.75%-973.7pp | - |
| Employer contribution / active EE | $2,330 | $2,353-0.9% | $4,164-44.0% | - |
| Participant deferral / active EE | $4,620 | $4,104+12.6% | $4,080+13.2% | - |
| Admin fee / account holder | $8 | $23,406-100.0% | $5,644-99.9% | - |