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+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $42 |
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 | $88,437 | $67,166+31.7% | $57,343+54.2% | $55,191+60.2% |
| Participation rate | 99.4% | 77.7%+21.6pp | 75.1%+24.3pp | 69.2%+30.2pp |
| Annual return | 1.71% | 4.22%-2.5pp | 24.39%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $2,455 | $2,812-12.7% | $2,689-8.7% | $1,899+29.3% |
| Participant deferral / active EE | $2,131 | $2,835-24.8% | $3,162-32.6% | $3,046-30.1% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |