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 99 · EIN 13-1624203 | Other Fees | $17,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,677 | $48,750-74.0% | $88,946-85.7% | $74,304-82.9% |
| Participation rate | 92.9% | 44.5%+48.4pp | 68.8%+24.0pp | 60.3%+32.5pp |
| Annual return | 16.49% | 25.91%-9.4pp | 57.82%-41.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $3,384 | $1,255+169.6% | $2,555+32.4% | $2,241+51.0% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $69 | $3,756-98.2% | $8,261-99.2% | $2,969-97.7% |