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 INS & ANNUITY ASSOC. Service code 28 · EIN 13-1624203 | Investment Management | $2,174 |
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 | $98,634 | $45,035+119.0% | $62,995+56.6% | $70,131+40.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.38% | 18.76%-4.4pp | 87.57%-73.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,527 | $2,051+120.7% | $2,759+64.1% | $2,342+93.3% |
| Participant deferral / active EE | $3,646 | $2,465+47.9% | $3,329+9.5% | $3,332+9.4% |
| Admin fee / account holder | $14 | $2,834-99.5% | $3,600-99.6% | $4,645-99.7% |