Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $27,197 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,360 | $64,705+78.3% | $62,929+83.3% | $67,986+69.7% |
| Participation rate | 85.9% | 65.6%+20.3pp | 73.1%+12.8pp | 57.2%+28.7pp |
| Annual return | 10.49% | 20.31%-9.8pp | 1063.93%-1053.4pp | 31.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,271 | $3,198+2.3% | $3,888-15.9% | $3,358-2.6% |
| Admin fee / account holder | $78 | $1,428-94.5% | $5,065-98.5% | $3,203-97.6% |