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+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $603 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,002 | $76,552-30.8% | $123,892-57.2% | $62,891-15.7% |
| Participation rate | 98.6% | 73.0%+25.7pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | 0.32% | 18.68%-18.4pp | 47.52%-47.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $7,266 | $2,883+152.1% | $4,617+57.4% | $2,281+218.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |