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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE & ANUITY Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $8,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,688 | $65,061-49.8% | $143,757-77.3% | $66,914-51.1% |
| Participation rate | 85.1% | 65.2%+19.9pp | 80.3%+4.8pp | 69.8%+15.3pp |
| Annual return | -14.13% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,830 | $2,361-22.5% | $4,951-63.0% | $2,544-28.1% |
| Participant deferral / active EE | $2,614 | $2,919-10.5% | $5,637-53.6% | $4,237-38.3% |
| Admin fee / account holder | $39 | $502-92.1% | $14,673-99.7% | $593-93.4% |