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 AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,445 |
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 | $35,256 | $204,517-82.8% | $69,455-49.2% | $77,787-54.7% |
| Participation rate | 98.4% | 74.6%+23.8pp | 74.6%+23.8pp | 73.2%+25.2pp |
| Annual return | 19.09% | 22.10%-3.0pp | 28.97%-9.9pp | 32.57%-13.5pp |
| Employer contribution / active EE | $3,584 | $3,548+1.0% | $2,779+29.0% | $2,504+43.1% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,535-100.0% | $3,967-100.0% |
| Admin fee / account holder | $2 | $101-98.1% | $3,839-100.0% | $100-98.1% |