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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Securities Custodian | $2,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,397 | $54,350+7.4% | $82,719-29.4% | $68,494-14.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.43% | -13.67%+1.2pp | 701.18%-713.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $6,754 | $2,218+204.5% | $3,009+124.4% | $2,596+160.1% |
| Participant deferral / active EE | $1,674 | $3,246-48.4% | $4,395-61.9% | $4,027-58.4% |
| Admin fee / account holder | $14 | $4,395-99.7% | $5,329-99.7% | $5,403-99.7% |