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 |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $27,454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,770 | $105,179-61.2% | $64,056-36.4% | $80,160-49.1% |
| Participation rate | 99.0% | 73.5%+25.5pp | 72.3%+26.7pp | 72.9%+26.1pp |
| Annual return | 16.65% | 20.34%-3.7pp | 33.69%-17.0pp | 40.38%-23.7pp |
| Employer contribution / active EE | $2,884 | $3,311-12.9% | $2,747+5.0% | $2,978-3.1% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,880-100.0% | $5,017-100.0% |
| Admin fee / account holder | $12 | $113-89.4% | $3,068-99.6% | $145-91.7% |