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 INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $184 |
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 | $82,174 | $45,035+82.5% | $62,995+30.4% | $70,131+17.2% |
| Participation rate | 98.7% | 69.5%+29.2pp | 74.8%+23.9pp | 69.5%+29.2pp |
| Annual return | 13.65% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,852 | $2,051+39.0% | $2,759+3.4% | $2,342+21.8% |
| Participant deferral / active EE | $3,267 | $2,465+32.6% | $3,329-1.9% | $3,332-1.9% |
| Admin fee / account holder | $1 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |