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 ANNUITY Service code 37 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Loan Processing | $753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,233 | $48,277+41.3% | $67,511+1.1% | $80,874-15.6% |
| Participation rate | 84.8% | 66.4%+18.5pp | 72.9%+12.0pp | 67.6%+17.2pp |
| Annual return | 11.98% | 18.27%-6.3pp | 3517.41%-3505.4pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,822 | $2,021+39.6% | $2,733+3.3% | $2,756+2.4% |
| Participant deferral / active EE | $3,755 | $2,926+28.3% | $4,000-6.1% | $4,297-12.6% |
| Admin fee / account holder | $3 | $3,687-99.9% | $3,999-99.9% | $6,935-100.0% |