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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $33,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,729 | $69,763-31.6% | $67,502-29.3% | $74,495-35.9% |
| Participation rate | 79.2% | 71.4%+7.8pp | 72.9%+6.3pp | 67.2%+12.0pp |
| Annual return | 13.23% | -40.34%+53.6pp | 3512.12%-3498.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,799 | $2,704-33.5% | $2,731-34.1% | $2,623-31.4% |
| Participant deferral / active EE | $3,558 | $3,636-2.1% | $4,000-11.0% | $4,346-18.1% |
| Admin fee / account holder | $187 | $896-79.2% | $3,998-95.3% | $1,942-90.4% |