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 & ANUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $4,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,812 | $58,879-52.8% | $178,490-84.4% | $73,488-62.2% |
| Participation rate | 89.5% | 66.2%+23.3pp | 81.9%+7.5pp | 70.7%+18.8pp |
| Annual return | 14.25% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,536 | $2,236-31.3% | $5,011-69.3% | $2,270-32.3% |
| Participant deferral / active EE | $2,106 | $2,567-18.0% | $5,202-59.5% | $3,740-43.7% |
| Admin fee / account holder | $18 | $400-95.5% | $13,984-99.9% | $513-96.5% |