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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $2,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,272 | $79,124-15.0% | $60,874+10.5% | $64,808+3.8% |
| Participation rate | 93.8% | 77.7%+16.0pp | 73.1%+20.7pp | 71.5%+22.3pp |
| Annual return | -11.02% | -7.13%-3.9pp | 16.90%-27.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $3,192 | $3,050+4.7% | $2,701+18.2% | $2,506+27.4% |
| Participant deferral / active EE | $4,707 | $3,725+26.4% | $3,817+23.3% | $4,310+9.2% |
| Admin fee / account holder | $3 | $106-97.3% | $3,224-99.9% | $188-98.5% |