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 |
|---|---|---|
TIAA5 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $3,450 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,946 | $69,763-44.2% | $67,502-42.3% | $74,495-47.7% |
| Participation rate | 99.2% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.0pp |
| Annual return | 11.60% | -40.34%+51.9pp | 3512.12%-3500.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $3,398 | $2,704+25.7% | $2,731+24.4% | $2,623+29.5% |
| Participant deferral / active EE | $4,476 | $3,636+23.1% | $4,000+11.9% | $4,346+3.0% |
| Admin fee / account holder | $3 | $896-99.7% | $3,998-99.9% | $1,942-99.9% |