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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $31,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,305 | $98,780-63.2% | $60,874-40.4% | $77,904-53.4% |
| Participation rate | 98.5% | 76.7%+21.8pp | 73.1%+25.3pp | 73.7%+24.8pp |
| Annual return | -14.84% | -11.56%-3.3pp | 16.90%-31.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $2,865 | $3,605-20.5% | $2,701+6.0% | $2,848+0.6% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $14 | $89-84.0% | $3,224-99.6% | $133-89.3% |