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 7-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 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,629 | $48,230+338.8% | $67,502+213.5% | $80,856+161.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.69% | 18.28%-6.6pp | 3512.12%-3500.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $9,977 | $2,020+394.0% | $2,731+265.3% | $2,755+262.1% |
| Participant deferral / active EE | $6,808 | $2,924+132.8% | $4,000+70.2% | $4,296+58.5% |
| Admin fee / account holder | $9 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |