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 |
|---|---|---|
TIAA6 years Filed as: TIAA- TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $38,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,288 | $88,634+36.8% | $101,326+19.7% | $74,304+63.2% |
| Participation rate | 99.1% | 76.9%+22.3pp | 81.5%+17.6pp | 60.3%+38.8pp |
| Annual return | 15.58% | 33.10%-17.5pp | 36.82%-21.2pp | 29.43%-13.9pp |
| Employer contribution / active EE | $5,325 | $2,930+81.7% | $3,665+45.3% | $2,241+137.6% |
| Participant deferral / active EE | $6,955 | $7,322-5.0% | $7,994-13.0% | $3,767+84.6% |
| Admin fee / account holder | $81 | $2,425-96.6% | $11,185-99.3% | $2,969-97.3% |