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 | $1,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,830 | $54,350-21.2% | $82,719-48.2% | $68,494-37.5% |
| Participation rate | 88.7% | 63.9%+24.8pp | 72.6%+16.1pp | 67.9%+20.8pp |
| Annual return | -11.99% | -13.67%+1.7pp | 701.18%-713.2pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,526 | $3,246+39.4% | $4,395+3.0% | $4,027+12.4% |
| Admin fee / account holder | $14 | $4,395-99.7% | $5,329-99.7% | $5,403-99.7% |