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 | $27,197 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,360 | $67,984+69.7% | $65,493+76.1% | $74,304+55.3% |
| Participation rate | 85.9% | 66.3%+19.6pp | 73.1%+12.8pp | 60.3%+25.6pp |
| Annual return | 10.49% | 19.87%-9.4pp | 982.45%-972.0pp | 29.43%-18.9pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,271 | $3,346-2.3% | $3,961-17.4% | $3,767-13.2% |
| Admin fee / account holder | $78 | $1,373-94.3% | $5,028-98.4% | $2,969-97.4% |