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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,515 | $48,230+21.3% | $67,502-13.3% | $80,856-27.6% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.6%+31.1pp |
| Annual return | 15.32% | 18.28%-3.0pp | 3512.12%-3496.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,804 | $2,020+137.8% | $2,731+75.9% | $2,755+74.4% |
| Participant deferral / active EE | $7,440 | $2,924+154.5% | $4,000+86.0% | $4,296+73.2% |
| Admin fee / account holder | $111 | $3,681-97.0% | $3,998-97.2% | $6,918-98.4% |