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 INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,111 | $105,581-62.0% | $70,449-43.1% | $90,288-55.6% |
| Participation rate | 99.3% | 77.5%+21.7pp | 75.1%+24.2pp | 73.4%+25.9pp |
| Annual return | 16.12% | 14.78%+1.3pp | 109.03%-92.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $3,940 | $3,304+19.3% | $2,737+44.0% | $2,524+56.1% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $5 | $68-92.4% | $3,845-99.9% | $114-95.5% |