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 |
|---|---|---|
TIAA3 years Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $6,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,790 | $60,124+90.9% | $90,404+27.0% | $79,858+43.7% |
| Participation rate | 80.3% | 65.0%+15.3pp | 72.7%+7.6pp | 69.6%+10.6pp |
| Annual return | 42.34% | 71.94%-29.6pp | 1293.02%-1250.7pp | 31.71%+10.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,809 | $2,938+97.7% | $3,963+46.6% | $3,740+55.3% |
| Admin fee / account holder | $63 | $3,976-98.4% | $5,611-98.9% | $5,306-98.8% |