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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,740 | $65,557-16.5% | $64,056-14.5% | $71,457-23.4% |
| Participation rate | 92.9% | 73.2%+19.7pp | 72.3%+20.6pp | 67.9%+25.0pp |
| Annual return | 16.98% | 18.94%-2.0pp | 33.69%-16.7pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,880 | $2,669-29.6% | $2,747-31.5% | $2,588-27.3% |
| Participant deferral / active EE | $2,836 | $3,626-21.8% | $3,880-26.9% | $4,289-33.9% |
| Admin fee / account holder | $16 | $616-97.4% | $3,068-99.5% | $1,587-99.0% |