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 |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $971 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,824 | $69,763-41.5% | $67,502-39.5% | $74,495-45.2% |
| Participation rate | 91.8% | 71.4%+20.4pp | 72.9%+18.9pp | 67.2%+24.6pp |
| Annual return | 11.85% | -40.34%+52.2pp | 3512.12%-3500.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,460 | $2,704-9.0% | $2,731-9.9% | $2,623-6.2% |
| Participant deferral / active EE | $2,886 | $3,636-20.6% | $4,000-27.8% | $4,346-33.6% |
| Admin fee / account holder | $3 | $896-99.7% | $3,998-99.9% | $1,942-99.8% |