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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $22,783 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,823 | $69,763-15.7% | $67,502-12.9% | $74,495-21.0% |
| Participation rate | 96.7% | 71.4%+25.3pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 10.53% | -40.34%+50.9pp | 3512.12%-3501.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,082 | $2,704-23.0% | $2,731-23.8% | $2,623-20.6% |
| Participant deferral / active EE | $2,678 | $3,636-26.3% | $4,000-33.0% | $4,346-38.4% |
| Admin fee / account holder | $60 | $896-93.3% | $3,998-98.5% | $1,942-96.9% |