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 AND ANNUITY ASSOCIATI Service code 13 · EIN 13-1624203 | Contract Administrator | $225 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,634 | $47,977-52.8% | $154,107-85.3% | $56,287-59.8% |
| Participation rate | 87.3% | 66.2%+21.1pp | 83.0%+4.3pp | 69.9%+17.4pp |
| Annual return | -4.70% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,277 | $2,169-41.1% | $5,298-75.9% | $2,111-39.5% |
| Participant deferral / active EE | $1,728 | $2,392-27.7% | $5,081-66.0% | $3,350-48.4% |
| Admin fee / account holder | $1 | $438-99.8% | $13,411-100.0% | $521-99.8% |