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 |
|---|---|---|
TIAA9+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $26,076 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,882 | $67,984-44.3% | $65,493-42.2% | $74,304-49.0% |
| Participation rate | 81.7% | 66.3%+15.4pp | 73.1%+8.6pp | 60.3%+21.3pp |
| Annual return | 11.54% | 19.87%-8.3pp | 982.45%-970.9pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,003 | $2,491-59.7% | $2,574-61.0% | $2,241-55.2% |
| Participant deferral / active EE | $1,479 | $3,346-55.8% | $3,961-62.7% | $3,767-60.7% |
| Admin fee / account holder | $144 | $1,373-89.5% | $5,028-97.1% | $2,969-95.1% |