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 |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $20,868 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $160 |
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 | $79,826 | $60,989+30.9% | $60,874+31.1% | $66,914+19.3% |
| Participation rate | 96.8% | 74.5%+22.4pp | 73.1%+23.7pp | 69.8%+27.0pp |
| Annual return | -12.56% | -9.60%-3.0pp | 16.90%-29.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,884 | $2,661+8.4% | $2,701+6.8% | $2,544+13.4% |
| Participant deferral / active EE | $4,495 | $3,615+24.4% | $3,817+17.8% | $4,237+6.1% |
| Admin fee / account holder | $54 | $338-84.1% | $3,224-98.3% | $593-90.9% |