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. & ANNUITY ASSOC. Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Securities Custodian | $953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,421 | $65,4090% | $98,442-33.5% | $85,850-23.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.90% | 21.76%-7.9pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $5,738 | $2,168+164.7% | $2,960+93.9% | $2,565+123.7% |
| Participant deferral / active EE | $1,434 | $3,166-54.7% | $4,276-66.5% | $3,952-63.7% |
| Admin fee / account holder | $6 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |