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 INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $0 |
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 | $74,855 | $39,122+91.3% | $57,179+30.9% | $62,891+19.0% |
| Participation rate | 97.4% | 70.5%+26.9pp | 75.3%+22.1pp | 69.3%+28.1pp |
| Annual return | 5.41% | 9.23%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,013 | $1,874+60.8% | $2,682+12.3% | $2,281+32.1% |
| Participant deferral / active EE | $3,631 | $2,374+52.9% | $3,096+17.3% | $3,203+13.4% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |