Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,118 | $91,621+66.0% | $67,511+125.3% | $77,671+95.8% |
| Participation rate | 98.1% | 76.0%+22.1pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 12.52% | 14.87%-2.3pp | 3517.41%-3504.9pp | 31.21%-18.7pp |
| Employer contribution / active EE | $9,423 | $3,184+196.0% | $2,733+244.8% | $2,726+245.6% |
| Participant deferral / active EE | $6,939 | $3,906+77.6% | $4,000+73.5% | $4,648+49.3% |
| Admin fee / account holder | $28 | $176-84.3% | $3,999-99.3% | $430-93.6% |