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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,495 | $54,350-29.2% | $82,719-53.5% | $68,494-43.8% |
| Participation rate | 85.1% | 63.9%+21.2pp | 72.6%+12.6pp | 67.9%+17.2pp |
| Annual return | -11.82% | -13.67%+1.9pp | 701.18%-713.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $8,514 | $2,218+283.8% | $3,009+182.9% | $2,596+227.9% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |