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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS ASSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $21,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,752 | $105,581-51.9% | $70,449-28.0% | $90,288-43.8% |
| Participation rate | 98.4% | 77.5%+20.9pp | 75.1%+23.3pp | 73.4%+25.0pp |
| Annual return | 14.23% | 14.78%-0.6pp | 109.03%-94.8pp | 53.97%-39.7pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,889 | $3,813+54.4% | $3,709+58.8% | $4,232+39.1% |
| Admin fee / account holder | $8 | $68-88.8% | $3,845-99.8% | $114-93.4% |