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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $10,293 |
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 | $5,450 | $37,393-85.4% | $77,024-92.9% | $66,914-91.9% |
| Participation rate | 99.5% | 52.9%+46.7pp | 67.9%+31.6pp | 69.8%+29.7pp |
| Annual return | -17.52% | -3.29%-14.2pp | 42.32%-59.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,448 | $1,531+59.9% | $2,812-13.0% | $2,544-3.8% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $32 | $567-94.3% | $5,425-99.4% | $593-94.6% |