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 Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,235 | $49,227+162.5% | $70,449+83.4% | $79,858+61.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.74% | 30.06%-18.3pp | 109.03%-97.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $7,193 | $2,099+242.7% | $2,737+162.8% | $2,471+191.1% |
| Participant deferral / active EE | $7,532 | $2,768+172.1% | $3,709+103.1% | $3,740+101.4% |
| Admin fee / account holder | $4 | $2,878-99.9% | $3,845-99.9% | $5,306-99.9% |