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 | $82,879+46.3% | $96,576+25.6% | $67,986+78.4% |
| Participation rate | 99.1% | 75.2%+24.0pp | 81.4%+17.7pp | 57.2%+41.9pp |
| Annual return | 15.58% | 36.90%-21.3pp | 38.47%-22.9pp | 31.67%-16.1pp |
| Employer contribution / active EE | $5,325 | $2,727+95.2% | $3,553+49.9% | $2,019+163.8% |
| Participant deferral / active EE | $6,955 | $6,976-0.3% | $7,956-12.6% | $3,358+107.1% |
| Admin fee / account holder | $81 | $2,783-97.1% | $11,381-99.3% | $3,203-97.5% |