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 INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $25,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,451 | $53,199-10.8% | $155,567-69.5% | $199,768-76.2% |
| Participation rate | 99.6% | 64.1%+35.5pp | 78.2%+21.4pp | 72.0%+27.6pp |
| Annual return | 13.45% | 41.17%-27.7pp | 64.74%-51.3pp | 34.26%-20.8pp |
| Employer contribution / active EE | $3,946 | $1,852+113.0% | $4,674-15.6% | $3,037+29.9% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,628-100.0% | $5,090-100.0% |
| Admin fee / account holder | $11 | $186-93.9% | $15,916-99.9% | $269-95.8% |