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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Securities Custodian | $3,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,093 | $57,281+11.9% | $86,612-26.0% | $75,163-14.7% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 14.97% | 2670.75%-2655.8pp | 591.07%-576.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $7,776 | $2,314+236.0% | $3,022+157.3% | $2,670+191.3% |
| Participant deferral / active EE | $1,890 | $3,318-43.0% | $4,438-57.4% | $4,125-54.2% |
| Admin fee / account holder | $22 | $4,112-99.5% | $5,614-99.6% | $5,651-99.6% |