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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,720 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,372 | $144,511-6.3% | $67,502+100.5% | - |
| Participation rate | 100.0% | 69.6%+30.4pp | 72.9%+27.1pp | - |
| Annual return | 14.94% | 20.96%-6.0pp | 3512.12%-3497.2pp | - |
| Employer contribution / active EE | $1,863 | $2,331-20.1% | $2,731-31.8% | - |
| Participant deferral / active EE | $2,828 | $3,447-18.0% | $4,000-29.3% | - |
| Admin fee / account holder | $14 | $8,271-99.8% | $3,998-99.6% | - |