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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $8,853 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $185 |
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 | $69,990 | $60,795+15.1% | $69,455+0.8% | $65,185+7.4% |
| Participation rate | 98.0% | 74.9%+23.1pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 18.88% | 17.46%+1.4pp | 28.97%-10.1pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,444 | $2,452-0.3% | $2,779-12.1% | $2,177+12.3% |
| Participant deferral / active EE | $3,032 | $3,162-4.1% | $3,535-14.2% | $3,514-13.7% |
| Admin fee / account holder | $24 | $314-92.2% | $3,839-99.4% | $847-97.1% |