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 |
|---|---|---|
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,029 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,907 | $48,795+39.2% | $65,493+3.7% | $84,808-19.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 18.50% | 20.20%-1.7pp | 982.45%-964.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,534 | $1,930+134.9% | $2,574+76.1% | $2,631+72.3% |
| Participant deferral / active EE | $7,021 | $2,928+139.8% | $3,961+77.3% | $4,212+66.7% |
| Admin fee / account holder | $128 | $3,877-96.7% | $5,028-97.5% | $7,344-98.3% |