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 INSURANCE AND ANNUI Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Securities Custodian | $828 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,623 | $51,197-50.0% | $82,719-69.0% | $66,914-61.7% |
| Participation rate | 94.0% | 67.8%+26.2pp | 72.6%+21.4pp | 69.8%+24.2pp |
| Annual return | -9.27% | -9.64%+0.4pp | 701.18%-710.4pp | 1.58%-10.9pp |
| Employer contribution / active EE | $1,804 | $2,611-30.9% | $3,009-40.0% | $2,544-29.1% |
| Participant deferral / active EE | $574 | $3,458-83.4% | $4,395-86.9% | $4,237-86.4% |
| Admin fee / account holder | $3 | $416-99.3% | $5,329-99.9% | $593-99.5% |