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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNIT Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Other Fees | $26 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,960 | $150,947-61.6% | $129,295-55.2% | - |
| Participation rate | 99.0% | 67.3%+31.7pp | 69.6%+29.4pp | - |
| Annual return | 12.32% | 14.08%-1.8pp | 9429.28%-9417.0pp | - |
| Employer contribution / active EE | $4,756 | $2,535+87.6% | $4,157+14.4% | - |
| Participant deferral / active EE | $4,998 | $4,236+18.0% | $4,169+19.9% | - |
| Admin fee / account holder | $3 | $25,214-100.0% | $7,665-100.0% | - |