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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY OF AME Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $8,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,084 | $54,350+17.9% | $82,719-22.5% | $68,494-6.4% |
| Participation rate | 68.7% | 63.9%+4.8pp | 72.6%-3.9pp | 67.9%+0.8pp |
| Annual return | -13.35% | -13.67%+0.3pp | 701.18%-714.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $885 | $2,218-60.1% | $3,009-70.6% | $2,596-65.9% |
| Participant deferral / active EE | $3,777 | $3,246+16.4% | $4,395-14.1% | $4,027-6.2% |
| Admin fee / account holder | $75 | $4,395-98.3% | $5,329-98.6% | $5,403-98.6% |