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 INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $461 |
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 | $75,591 | $40,256+87.8% | $57,343+31.8% | $59,632+26.8% |
| Participation rate | 94.8% | 69.2%+25.6pp | 75.1%+19.7pp | 68.7%+26.1pp |
| Annual return | 1.68% | 27.49%-25.8pp | 24.39%-22.7pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $3,028 | $1,922+57.5% | $2,689+12.6% | $2,203+37.5% |
| Participant deferral / active EE | $4,173 | $2,399+73.9% | $3,162+32.0% | $3,192+30.8% |
| Admin fee / account holder | $2 | $2,818-99.9% | $3,356-99.9% | $4,297-99.9% |