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 |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $26,493 |
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 | $91,662 | $65,557+39.8% | $64,056+43.1% | $71,457+28.3% |
| Participation rate | 96.1% | 73.2%+22.9pp | 72.3%+23.8pp | 67.9%+28.1pp |
| Annual return | 17.30% | 18.94%-1.6pp | 33.69%-16.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,816 | $2,669+5.5% | $2,747+2.5% | $2,588+8.8% |
| Participant deferral / active EE | $4,645 | $3,626+28.1% | $3,880+19.7% | $4,289+8.3% |
| Admin fee / account holder | $66 | $616-89.3% | $3,068-97.8% | $1,587-95.8% |