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 INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $732 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $301 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,986 | $83,884-57.1% | $64,056-43.8% | $74,419-51.6% |
| Participation rate | 92.2% | 76.6%+15.6pp | 72.3%+19.9pp | 70.7%+21.5pp |
| Annual return | 15.56% | 16.57%-1.0pp | 33.69%-18.1pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,399 | $3,084-22.2% | $2,747-12.7% | $2,637-9.1% |
| Participant deferral / active EE | $2,792 | $3,692-24.4% | $3,880-28.1% | $4,528-38.4% |
| Admin fee / account holder | $3 | $196-98.5% | $3,068-99.9% | $348-99.2% |