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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,751 | $65,409-28.5% | $98,442-52.5% | $85,850-45.5% |
| Participation rate | 95.6% | 65.0%+30.6pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 11.42% | 21.76%-10.3pp | 1492.73%-1481.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $8,125 | $2,168+274.8% | $2,960+174.5% | $2,565+216.8% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $4,593-99.9% | $5,949-100.0% | $6,260-100.0% |