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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,860 | $96,018+74.8% | $65,493+156.3% | $85,563+96.2% |
| Participation rate | 98.2% | 74.8%+23.4pp | 73.1%+25.1pp | 66.0%+32.3pp |
| Annual return | 14.48% | 14.51%0pp | 982.45%-968.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $9,324 | $3,235+188.2% | $2,574+262.2% | $2,654+251.4% |
| Participant deferral / active EE | $6,846 | $4,055+68.8% | $3,961+72.8% | $4,375+56.5% |
| Admin fee / account holder | $30 | $271-88.9% | $5,028-99.4% | $834-96.4% |