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 INSURANCE AND ANNUI Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Securities Custodian | $818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,298 | $65,409-21.6% | $98,442-47.9% | $85,850-40.2% |
| Participation rate | 84.3% | 65.0%+19.3pp | 73.3%+11.0pp | 69.3%+15.0pp |
| Annual return | 13.08% | 21.76%-8.7pp | 1492.73%-1479.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,961 | $3,166+25.1% | $4,276-7.4% | $3,952+0.2% |
| Admin fee / account holder | $18 | $4,593-99.6% | $5,949-99.7% | $6,260-99.7% |