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 |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $20,455 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,952 | $52,208-71.4% | $86,612-82.7% | $74,419-79.9% |
| Participation rate | 96.6% | 66.3%+30.3pp | 71.7%+24.9pp | 70.7%+25.9pp |
| Annual return | 25.33% | 44.46%-19.1pp | 591.07%-565.7pp | 34.38%-9.0pp |
| Employer contribution / active EE | $3,025 | $2,282+32.6% | $3,022+0.1% | $2,637+14.7% |
| Participant deferral / active EE | $1,548 | $3,383-54.2% | $4,438-65.1% | $4,528-65.8% |
| Admin fee / account holder | $38 | $319-88.0% | $5,614-99.3% | $348-89.0% |