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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE & ANUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $8,335 |
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 | $33,209 | $61,156-45.7% | $185,823-82.1% | $79,386-58.2% |
| Participation rate | 87.6% | 66.6%+21.0pp | 81.7%+5.9pp | 70.7%+16.9pp |
| Annual return | 11.17% | 19.45%-8.3pp | 122.05%-110.9pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,691 | $2,321-27.1% | $5,167-67.3% | $2,427-30.3% |
| Participant deferral / active EE | $2,349 | $2,789-15.8% | $5,568-57.8% | $4,046-41.9% |
| Admin fee / account holder | $31 | $710-95.6% | $16,237-99.8% | $626-95.0% |