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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,345 | $69,763+25.2% | $67,502+29.4% | $74,495+17.2% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 13.55% | -40.34%+53.9pp | 3512.12%-3498.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,950 | $2,704-27.9% | $2,731-28.6% | $2,623-25.7% |
| Participant deferral / active EE | $4,630 | $3,636+27.3% | $4,000+15.8% | $4,346+6.5% |
| Admin fee / account holder | $1 | $896-99.9% | $3,998-100.0% | $1,942-99.9% |