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 10 · EIN 13-1624203 | Accounting | $23,205 |
Service code 10 · EIN 47-1411118 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,362 | $79,124+15.5% | $60,874+50.1% | $64,808+41.0% |
| Participation rate | 91.3% | 77.7%+13.6pp | 73.1%+18.2pp | 71.5%+19.8pp |
| Annual return | -9.99% | -7.13%-2.9pp | 16.90%-26.9pp | 32.82%-42.8pp |
| Employer contribution / active EE | $1,476 | $3,050-51.6% | $2,701-45.4% | $2,506-41.1% |
| Participant deferral / active EE | $4,914 | $3,725+31.9% | $3,817+28.7% | $4,310+14.0% |
| Admin fee / account holder | $57 | $106-46.3% | $3,224-98.2% | $188-69.8% |