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 & ANNUITY Service code 57 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Redemption fees | $383 |
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 | $22,888 | $49,177-53.5% | $79,464-71.2% | $64,186-64.3% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.4pp |
| Annual return | -3.09% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,607 | $2,076-22.6% | $2,800-42.6% | $2,381-32.5% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3 | $3,839-99.9% | $5,113-99.9% | $4,888-99.9% |