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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $21,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,029 | $51,197+122.7% | $82,719+37.9% | $66,914+70.4% |
| Participation rate | 93.8% | 67.8%+26.0pp | 72.6%+21.2pp | 69.8%+24.0pp |
| Annual return | -13.92% | -9.64%-4.3pp | 701.18%-715.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $6,489 | $2,611+148.5% | $3,009+115.7% | $2,544+155.0% |
| Participant deferral / active EE | $7,081 | $3,458+104.8% | $4,395+61.1% | $4,237+67.1% |
| Admin fee / account holder | $59 | $416-85.8% | $5,329-98.9% | $593-90.1% |