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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $94 |
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 | $51,637 | $52,293-1.3% | $178,490-71.1% | $73,409-29.7% |
| Participation rate | 90.6% | 65.3%+25.2pp | 81.9%+8.6pp | 72.2%+18.4pp |
| Annual return | 19.98% | 34.75%-14.8pp | 151.07%-131.1pp | 59.29%-39.3pp |
| Employer contribution / active EE | $2,595 | $1,735+49.5% | $5,011-48.2% | $2,234+16.2% |
| Participant deferral / active EE | $3,938 | $2,332+68.9% | $5,202-24.3% | $3,805+3.5% |
| Admin fee / account holder | $0 | $127-99.9% | $13,984-100.0% | $158-99.9% |