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 9-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 |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,418 | $48,230+0.4% | $67,502-28.3% | $80,856-40.1% |
| Participation rate | 98.1% | 66.4%+31.7pp | 72.9%+25.2pp | 67.6%+30.4pp |
| Annual return | 12.97% | 18.28%-5.3pp | 3512.12%-3499.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,938 | $2,020+95.0% | $2,731+44.2% | $2,755+43.0% |
| Participant deferral / active EE | $6,912 | $2,924+136.4% | $4,000+72.8% | $4,296+60.9% |
| Admin fee / account holder | $82 | $3,681-97.8% | $3,998-98.0% | $6,918-98.8% |