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 & ANNUNITY ACSSOC Service code 15 · EIN 13-1624203 361 DELAWARE AVE. · NEW YORK, NY 100173206 | Recordkeeping | $24,350 |
Service code 27 · EIN 27-4034238 361 DELAWARE AVE. · BUFFALO, NY 142021622 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,047 | $48,795+279.2% | $65,493+182.5% | $84,808+118.2% |
| Participation rate | 82.8% | 67.0%+15.8pp | 73.1%+9.7pp | 68.3%+14.5pp |
| Annual return | 17.16% | 20.20%-3.0pp | 982.45%-965.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,162 | $1,930+63.9% | $2,574+22.8% | $2,631+20.2% |
| Participant deferral / active EE | $5,770 | $2,928+97.0% | $3,961+45.7% | $4,212+37.0% |
| Admin fee / account holder | $280 | $3,877-92.8% | $5,028-94.4% | $7,344-96.2% |