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 |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $26,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,278 | $69,763-27.9% | $67,502-25.5% | $74,495-32.5% |
| Participation rate | 97.9% | 71.4%+26.5pp | 72.9%+25.0pp | 67.2%+30.7pp |
| Annual return | 14.42% | -40.34%+54.8pp | 3512.12%-3497.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,813 | $2,704+4.0% | $2,731+3.0% | $2,623+7.3% |
| Participant deferral / active EE | $4,262 | $3,636+17.2% | $4,000+6.6% | $4,346-1.9% |
| Admin fee / account holder | $150 | $896-83.2% | $3,998-96.2% | $1,942-92.3% |