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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Contract Administrator | $5,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,926 | $58,208+20.1% | $81,812-14.5% | $80,856-13.5% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.3%+19.5pp | 67.6%+24.2pp |
| Annual return | 12.68% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $6,617 | $2,340+182.8% | $2,912+127.2% | $2,755+140.2% |
| Participant deferral / active EE | $1,487 | $3,281-54.7% | $4,319-65.6% | $4,296-65.4% |
| Admin fee / account holder | $36 | $4,981-99.3% | $7,386-99.5% | $6,918-99.5% |