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 & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $42,034 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,574 | $65,908-24.8% | $81,812-39.4% | $77,643-36.2% |
| Participation rate | 98.6% | 65.8%+32.8pp | 72.3%+26.2pp | 70.6%+28.0pp |
| Annual return | 11.18% | 26.64%-15.5pp | 773.79%-762.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $56 | $526-89.3% | $7,386-99.2% | $430-86.9% |