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 |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS ASSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $62,351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,938 | $53,136+33.5% | $155,509-54.4% | $199,593-64.5% |
| Participation rate | 96.8% | 64.1%+32.8pp | 78.2%+18.6pp | 72.0%+24.9pp |
| Annual return | 12.59% | 41.15%-28.6pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,898 | $3,161+86.6% | $5,626+4.8% | $5,087+15.9% |
| Admin fee / account holder | $21 | $185-88.5% | $15,912-99.9% | $269-92.0% |