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-TEACHERS INS AND ANNUTIY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,532 | $84,948-71.1% | $70,449-65.2% | $73,409-66.6% |
| Participation rate | 23.6% | 79.9%-56.3pp | 75.1%-51.4pp | 72.2%-48.6pp |
| Annual return | 13.15% | 13.39%-0.2pp | 109.03%-95.9pp | 59.29%-46.1pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $914 | $3,387-73.0% | $3,709-75.4% | $3,805-76.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |