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 | $6,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,926 | $65,557-31.5% | $64,056-29.9% | $71,457-37.1% |
| Participation rate | 72.0% | 73.2%-1.2pp | 72.3%-0.3pp | 67.9%+4.0pp |
| Annual return | 11.58% | 18.94%-7.4pp | 33.69%-22.1pp | 28.85%-17.3pp |
| Employer contribution / active EE | $3,008 | $2,669+12.7% | $2,747+9.5% | $2,588+16.3% |
| Participant deferral / active EE | $3,766 | $3,626+3.9% | $3,880-3.0% | $4,289-12.2% |
| Admin fee / account holder | $61 | $616-90.1% | $3,068-98.0% | $1,587-96.2% |