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 INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Contract Administrator | $3,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,565 | $58,208-14.8% | $81,812-39.4% | $80,856-38.7% |
| Participation rate | 89.3% | 63.4%+25.9pp | 72.3%+16.9pp | 67.6%+21.6pp |
| Annual return | 11.48% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,901 | $3,281+49.4% | $4,319+13.5% | $4,296+14.1% |
| Admin fee / account holder | $32 | $4,981-99.4% | $7,386-99.6% | $6,918-99.5% |