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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,195 | $60,989+57.7% | $60,874+58.0% | $66,914+43.8% |
| Participation rate | 95.6% | 74.5%+21.1pp | 73.1%+22.5pp | 69.8%+25.8pp |
| Annual return | -15.12% | -9.60%-5.5pp | 16.90%-32.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $3,502 | $2,661+31.6% | $2,701+29.6% | $2,544+37.6% |
| Participant deferral / active EE | $5,449 | $3,615+50.7% | $3,817+42.8% | $4,237+28.6% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |