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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 | Accounting | $31,513 |
Service code 10 · EIN 47-1411118 | Accounting | $30,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,676 | $91,762+14.1% | $67,502+55.1% | $77,643+34.8% |
| Participation rate | 91.4% | 75.9%+15.5pp | 72.9%+18.5pp | 70.6%+20.8pp |
| Annual return | 10.85% | 14.87%-4.0pp | 3512.12%-3501.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,687 | $3,181-47.0% | $2,731-38.2% | $2,726-38.1% |
| Participant deferral / active EE | $4,853 | $3,903+24.3% | $4,000+21.3% | $4,647+4.4% |
| Admin fee / account holder | $87 | $176-50.8% | $3,998-97.8% | $430-79.9% |