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 |
|---|---|---|
TIAA8+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $21,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,354 | $69,763-47.9% | $67,502-46.1% | $74,495-51.2% |
| Participation rate | 76.5% | 71.4%+5.1pp | 72.9%+3.6pp | 67.2%+9.3pp |
| Annual return | 16.72% | -40.34%+57.1pp | 3512.12%-3495.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,440 | $2,704-46.7% | $2,731-47.3% | $2,623-45.1% |
| Participant deferral / active EE | $1,902 | $3,636-47.7% | $4,000-52.4% | $4,346-56.2% |
| Admin fee / account holder | $115 | $896-87.2% | $3,998-97.1% | $1,942-94.1% |