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 |
|---|---|---|
TIAA1 year Filed as: TIAA OF AMERICA Service code 72 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Other investment fees and expenses; O... | $70,928 |
TIAA1 year Filed as: TIAA CREF INVESTMENT MANAGEMENT Service code 52 · EIN 13-3586142 730 THIRD AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,330 | $57,976+7.5% | $62,995-1.1% | $62,292+0.1% |
| Participation rate | 96.0% | 75.9%+20.0pp | 74.8%+21.2pp | 69.5%+26.4pp |
| Annual return | 13.06% | 17.54%-4.5pp | 87.57%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,866 | $2,415-22.7% | $2,759-32.4% | $2,042-8.7% |
| Participant deferral / active EE | $1,464 | $2,956-50.5% | $3,329-56.0% | $3,169-53.8% |
| Admin fee / account holder | $6 | $276-97.9% | $3,600-99.8% | $479-98.8% |