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 |
|---|---|---|
TIAA8 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $23,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,393 | $67,984-49.4% | $65,493-47.5% | $74,304-53.7% |
| Participation rate | 95.6% | 66.3%+29.2pp | 73.1%+22.5pp | 60.3%+35.2pp |
| Annual return | 11.76% | 19.87%-8.1pp | 982.45%-970.7pp | 29.43%-17.7pp |
| Employer contribution / active EE | $2,821 | $2,491+13.2% | $2,574+9.6% | $2,241+25.9% |
| Participant deferral / active EE | $2,396 | $3,346-28.4% | $3,961-39.5% | $3,767-36.4% |
| Admin fee / account holder | $45 | $1,373-96.7% | $5,028-99.1% | $2,969-98.5% |