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 57 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Redemption fees | $958 |
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 | $25,495 | $54,762-53.4% | $90,281-71.8% | $72,985-65.1% |
| Participation rate | 98.9% | 65.1%+33.7pp | 73.3%+25.6pp | 69.5%+29.4pp |
| Annual return | 16.76% | 30.63%-13.9pp | 78.10%-61.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,668 | $2,092-20.3% | $2,854-41.6% | $2,440-31.6% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7 | $3,972-99.8% | $5,351-99.9% | $5,124-99.9% |