Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,345 | $69,745+25.2% | $67,511+29.4% | $74,546+17.2% |
| Participation rate | 99.4% | 71.3%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 13.55% | -40.37%+53.9pp | 3517.41%-3503.9pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,950 | $2,705-27.9% | $2,733-28.6% | $2,624-25.7% |
| Participant deferral / active EE | $4,630 | $3,636+27.3% | $4,000+15.7% | $4,347+6.5% |
| Admin fee / account holder | $1 | $894-99.9% | $3,999-100.0% | $1,944-99.9% |