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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $11,169 |
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 | $8,999 | $41,078-78.1% | $80,569-88.8% | $71,457-87.4% |
| Participation rate | 87.0% | 50.2%+36.8pp | 67.0%+20.0pp | 67.9%+19.1pp |
| Annual return | 16.68% | 38.45%-21.8pp | 935.43%-918.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,429 | $1,506+61.3% | $2,723-10.8% | $2,588-6.1% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $48 | $1,840-97.4% | $5,377-99.1% | $1,587-97.0% |