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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $39,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,390 | $120,057-63.9% | $75,696-42.7% | $93,030-53.4% |
| Participation rate | 97.7% | 77.3%+20.4pp | 74.8%+22.9pp | 73.9%+23.8pp |
| Annual return | 14.08% | 19.62%-5.5pp | 104.53%-90.4pp | 158.70%-144.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $4,185 | $4,089+2.3% | $3,821+9.5% | $4,562-8.3% |
| Admin fee / account holder | $19 | $81-76.4% | $3,619-99.5% | $152-87.3% |