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 |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $25,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,451 | $53,136-10.7% | $155,509-69.5% | $199,593-76.2% |
| Participation rate | 99.6% | 64.1%+35.5pp | 78.2%+21.4pp | 72.0%+27.6pp |
| Annual return | 13.45% | 41.15%-27.7pp | 64.67%-51.2pp | 34.25%-20.8pp |
| Employer contribution / active EE | $3,946 | $1,851+113.2% | $4,672-15.6% | $3,034+30.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $11 | $185-93.9% | $15,912-99.9% | $269-95.8% |