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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 33 · EIN 22-3570392 | Securities brokerage | $15,000 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,501 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,597 | $69,745+35.6% | $67,511+40.1% | $74,546+26.9% |
| Participation rate | 99.3% | 71.3%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 11.33% | -40.37%+51.7pp | 3517.41%-3506.1pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $3,000 | $2,705+10.9% | $2,733+9.8% | $2,624+14.3% |
| Participant deferral / active EE | $4,419 | $3,636+21.5% | $4,000+10.5% | $4,347+1.6% |
| Admin fee / account holder | $101 | $894-88.7% | $3,999-97.5% | $1,944-94.8% |