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 9-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 INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,893 |
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 | $34,216 | $47,977-28.7% | $154,107-77.8% | $56,287-39.2% |
| Participation rate | 98.7% | 66.2%+32.6pp | 83.0%+15.7pp | 69.9%+28.9pp |
| Annual return | 28.08% | 3.54%+24.5pp | 735.12%-707.0pp | -9.96%+38.0pp |
| Employer contribution / active EE | $3,024 | $2,169+39.4% | $5,298-42.9% | $2,111+43.2% |
| Participant deferral / active EE | $2,077 | $2,392-13.1% | $5,081-59.1% | $3,350-38.0% |
| Admin fee / account holder | $76 | $438-82.8% | $13,411-99.4% | $521-85.5% |