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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $1,425 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,858 | $60,989-70.7% | $60,874-70.7% | $66,914-73.3% |
| Participation rate | 71.9% | 74.5%-2.6pp | 73.1%-1.2pp | 69.8%+2.1pp |
| Annual return | -9.17% | -9.60%+0.4pp | 16.90%-26.1pp | 1.58%-10.8pp |
| Employer contribution / active EE | $649 | $2,661-75.6% | $2,701-76.0% | $2,544-74.5% |
| Participant deferral / active EE | $1,899 | $3,615-47.5% | $3,817-50.2% | $4,237-55.2% |
| Admin fee / account holder | $8 | $338-97.7% | $3,224-99.8% | $593-98.7% |