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 99 · EIN 13-1624203 | Other Fees | $10,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,172 | $79,694-88.5% | $96,139-90.5% | $79,386-88.4% |
| Participation rate | 88.8% | 54.0%+34.8pp | 68.4%+20.3pp | 70.7%+18.1pp |
| Annual return | 13.72% | 40.84%-27.1pp | 191.94%-178.2pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,606 | $1,443+80.6% | $2,797-6.8% | $2,427+7.4% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $51 | $630-92.0% | $5,537-99.1% | $626-91.9% |