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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $71,809 |
TIAA3 years Filed as: CREF-TIAA-INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 13-3586142 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $227,806 | $122,186+86.4% | $146,958+55.0% | $199,593+14.1% |
| Participation rate | 65.4% | 78.3%-12.9pp | 82.2%-16.7pp | 72.0%-6.5pp |
| Annual return | 12.30% | 30.56%-18.3pp | 418.34%-406.0pp | 34.25%-22.0pp |
| Employer contribution / active EE | $12,451 | $4,093+204.2% | $4,933+152.4% | $3,034+310.3% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $21 | $179-88.5% | $12,998-99.8% | $269-92.4% |