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 |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $18,138 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,286 | $65,557-56.9% | $64,056-55.8% | $71,457-60.4% |
| Participation rate | 94.4% | 73.2%+21.3pp | 72.3%+22.1pp | 67.9%+26.5pp |
| Annual return | 11.49% | 18.94%-7.5pp | 33.69%-22.2pp | 28.85%-17.4pp |
| Employer contribution / active EE | $2,474 | $2,669-7.3% | $2,747-9.9% | $2,588-4.4% |
| Participant deferral / active EE | $1,923 | $3,626-47.0% | $3,880-50.4% | $4,289-55.2% |
| Admin fee / account holder | $36 | $616-94.2% | $3,068-98.8% | $1,587-97.8% |