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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $2,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,565 | $65,557-65.6% | $64,056-64.8% | $71,457-68.4% |
| Participation rate | 79.5% | 73.2%+6.3pp | 72.3%+7.2pp | 67.9%+11.5pp |
| Annual return | 17.67% | 18.94%-1.3pp | 33.69%-16.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,800 | $2,669-32.6% | $2,747-34.5% | $2,588-30.5% |
| Participant deferral / active EE | $2,397 | $3,626-33.9% | $3,880-38.2% | $4,289-44.1% |
| Admin fee / account holder | $12 | $616-98.0% | $3,068-99.6% | $1,587-99.2% |