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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $33,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,657 | $46,292+13.7% | $143,757-63.4% | $64,808-18.7% |
| Participation rate | 81.6% | 64.2%+17.3pp | 80.3%+1.2pp | 71.5%+10.1pp |
| Annual return | -15.15% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,659 | $1,910+39.2% | $4,951-46.3% | $2,506+6.1% |
| Participant deferral / active EE | $4,422 | $2,646+67.2% | $5,637-21.6% | $4,310+2.6% |
| Admin fee / account holder | $60 | $154-61.0% | $14,673-99.6% | $188-68.1% |