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 99 · EIN 13-1624203 | Other Fees | $14,133 |
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 | $11,006 | $44,960-75.5% | $84,966-87.0% | $74,495-85.2% |
| Participation rate | 86.1% | 49.4%+36.7pp | 67.5%+18.6pp | 67.2%+18.9pp |
| Annual return | 12.60% | 26.24%-13.6pp | 66.38%-53.8pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,592 | $1,457+77.9% | $2,727-5.0% | $2,623-1.2% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $62 | $2,209-97.2% | $6,149-99.0% | $1,942-96.8% |