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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,764 |
Service code 27 · EIN 20-5322603 | Advisory (Plan) | $49,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,423 | $50,815+16.9% | $155,509-61.8% | $77,643-23.5% |
| Participation rate | 96.4% | 63.1%+33.3pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 16.29% | 34.80%-18.5pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,563 | $1,993+28.6% | $4,672-45.2% | $2,726-6.0% |
| Participant deferral / active EE | $4,762 | $2,822+68.7% | $5,626-15.4% | $4,647+2.5% |
| Admin fee / account holder | $82 | $437-81.3% | $15,912-99.5% | $430-81.0% |