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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $20,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,622 | $60,989-56.3% | $60,874-56.3% | $66,914-60.2% |
| Participation rate | 93.6% | 74.5%+19.2pp | 73.1%+20.5pp | 69.8%+23.8pp |
| Annual return | -11.03% | -9.60%-1.4pp | 16.90%-27.9pp | 1.58%-12.6pp |
| Employer contribution / active EE | $2,423 | $2,661-8.9% | $2,701-10.3% | $2,544-4.8% |
| Participant deferral / active EE | $1,891 | $3,615-47.7% | $3,817-50.5% | $4,237-55.4% |
| Admin fee / account holder | $42 | $338-87.6% | $3,224-98.7% | $593-92.9% |