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 9-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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $1,779 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,455 | $69,763+88.4% | $67,502+94.7% | $74,495+76.5% |
| Participation rate | 80.2% | 71.4%+8.8pp | 72.9%+7.3pp | 67.2%+13.0pp |
| Annual return | 16.49% | -40.34%+56.8pp | 3512.12%-3495.6pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $4,004 | $2,704+48.1% | $2,731+46.6% | $2,623+52.7% |
| Participant deferral / active EE | $4,836 | $3,636+33.0% | $4,000+20.9% | $4,346+11.3% |
| Admin fee / account holder | $8 | $896-99.1% | $3,998-99.8% | $1,942-99.6% |