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 ANNUI Service code 37 · EIN 13-1624203 | Loan Processing | $75 |
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 | $16,030 | $65,557-75.5% | $64,056-75.0% | $71,457-77.6% |
| Participation rate | 98.1% | 73.2%+24.9pp | 72.3%+25.8pp | 67.9%+30.2pp |
| Annual return | 13.10% | 18.94%-5.8pp | 33.69%-20.6pp | 28.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,403 | $3,626-6.1% | $3,880-12.3% | $4,289-20.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |