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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,681 | $48,230-21.9% | $67,502-44.2% | $80,856-53.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.81% | 18.28%-3.5pp | 3512.12%-3497.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,392 | $2,020-31.1% | $2,731-49.0% | $2,755-49.5% |
| Participant deferral / active EE | $1,714 | $2,924-41.4% | $4,000-57.2% | $4,296-60.1% |
| Admin fee / account holder | $12 | $3,681-99.7% | $3,998-99.7% | $6,918-99.8% |