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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,743 | $66,124+99.2% | $90,404+45.7% | $73,488+79.3% |
| Participation rate | 99.0% | 69.7%+29.3pp | 72.7%+26.3pp | 70.7%+28.3pp |
| Annual return | 12.31% | 17.65%-5.3pp | 1293.02%-1280.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $4,493 | $2,346+91.5% | $3,262+37.7% | $2,270+97.9% |
| Participant deferral / active EE | $6,690 | $3,039+120.2% | $3,963+68.8% | $3,740+78.9% |
| Admin fee / account holder | $1 | $396-99.9% | $5,611-100.0% | $513-99.9% |