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 8-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 12 · EIN 13-1624203 | Recordkeeping and information managem... | $384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,378 | $77,813-13.4% | $123,544-45.5% | $64,186+5.0% |
| Participation rate | 81.7% | 74.7%+7.0pp | 82.3%-0.6pp | 69.6%+12.1pp |
| Annual return | 0.73% | 12.48%-11.8pp | 119.20%-118.5pp | 7.63%-6.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,286 | $5,240+20.0% | $6,426-2.2% | $3,470+81.2% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |