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 |
|---|---|---|
TIAA4 years Service code 12 · EIN 13-1624203 | Contract Administrator; Recordkeeping... | $10,711 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,242 | $65,409+100.6% | $98,442+33.3% | $85,850+52.9% |
| Participation rate | 73.8% | 65.0%+8.8pp | 73.3%+0.4pp | 69.3%+4.4pp |
| Annual return | 14.35% | 21.76%-7.4pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,405 | $3,166+102.3% | $4,276+49.8% | $3,952+62.1% |
| Admin fee / account holder | $103 | $4,593-97.8% | $5,949-98.3% | $6,260-98.4% |