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 & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $22,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,109 | $69,763+3.4% | $67,502+6.8% | $74,495-3.2% |
| Participation rate | 90.6% | 71.4%+19.2pp | 72.9%+17.7pp | 67.2%+23.4pp |
| Annual return | 13.25% | -40.34%+53.6pp | 3512.12%-3498.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,712 | $2,704+37.3% | $2,731+35.9% | $2,623+41.5% |
| Participant deferral / active EE | $3,940 | $3,636+8.4% | $4,000-1.5% | $4,346-9.3% |
| Admin fee / account holder | $70 | $896-92.1% | $3,998-98.2% | $1,942-96.4% |