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 |
|---|---|---|
Service code 50 · EIN 51-0396365 | Direct Payment | $124,586 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $16,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,428 | $46,292+2.5% | $143,757-67.0% | $64,808-26.8% |
| Participation rate | 99.6% | 64.2%+35.4pp | 80.3%+19.3pp | 71.5%+28.1pp |
| Annual return | -15.17% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,999 | $1,910+4.7% | $4,951-59.6% | $2,506-20.2% |
| Participant deferral / active EE | $3,691 | $2,646+39.5% | $5,637-34.5% | $4,310-14.4% |
| Admin fee / account holder | $124 | $154-19.3% | $14,673-99.2% | $188-33.9% |