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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 | Accounting | $26,456 |
Service code 10 · EIN 47-1411118 | Accounting | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,427 | $83,884+16.1% | $64,056+52.1% | $74,419+30.9% |
| Participation rate | 93.9% | 76.6%+17.2pp | 72.3%+21.6pp | 70.7%+23.1pp |
| Annual return | 12.78% | 16.57%-3.8pp | 33.69%-20.9pp | 34.38%-21.6pp |
| Employer contribution / active EE | $1,525 | $3,084-50.5% | $2,747-44.5% | $2,637-42.2% |
| Participant deferral / active EE | $5,049 | $3,692+36.8% | $3,880+30.1% | $4,528+11.5% |
| Admin fee / account holder | $65 | $196-66.7% | $3,068-97.9% | $348-81.2% |