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 INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services | $210 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,787 | $74,706+25.5% | $75,696+23.9% | $79,386+18.1% |
| Participation rate | 84.0% | 75.3%+8.7pp | 74.8%+9.2pp | 70.7%+13.3pp |
| Annual return | 10.53% | 18.52%-8.0pp | 104.53%-94.0pp | 116.85%-106.3pp |
| Employer contribution / active EE | $1,043 | $2,590-59.7% | $2,743-62.0% | $2,427-57.1% |
| Participant deferral / active EE | $4,306 | $3,533+21.9% | $3,821+12.7% | $4,046+6.4% |
| Admin fee / account holder | $207 | $374-44.7% | $3,619-94.3% | $626-67.0% |