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 ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,111 | $74,706-74.4% | $75,696-74.8% | $79,386-75.9% |
| Participation rate | 72.5% | 75.3%-2.8pp | 74.8%-2.3pp | 70.7%+1.8pp |
| Annual return | 12.58% | 18.52%-5.9pp | 104.53%-91.9pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,605 | $2,590-38.0% | $2,743-41.5% | $2,427-33.9% |
| Participant deferral / active EE | $1,871 | $3,533-47.0% | $3,821-51.0% | $4,046-53.8% |
| Admin fee / account holder | $1 | $374-99.7% | $3,619-100.0% | $626-99.8% |