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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS AND ANNUTIY ASSOC Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,771 | $79,124-75.0% | $60,874-67.5% | $64,808-69.5% |
| Participation rate | 33.8% | 77.7%-43.9pp | 73.1%-39.3pp | 71.5%-37.6pp |
| Annual return | -12.97% | -7.13%-5.8pp | 16.90%-29.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,307 | $3,050-57.1% | $2,701-51.6% | $2,506-47.8% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $106-98.4% | $3,224-99.9% | $188-99.1% |