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 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,471 | $56,485-62.0% | $185,823-88.4% | $86,799-75.3% |
| Participation rate | 35.5% | 65.5%-30.0pp | 81.7%-46.2pp | 72.3%-36.8pp |
| Annual return | 10.21% | 118.04%-107.8pp | 122.05%-111.8pp | 97.91%-87.7pp |
| Employer contribution / active EE | $1,228 | $1,843-33.4% | $5,167-76.2% | $2,405-48.9% |
| Participant deferral / active EE | $1,216 | $2,553-52.4% | $5,568-78.2% | $4,131-70.6% |
| Admin fee / account holder | $0 | $150-99.9% | $16,237-100.0% | $170-99.9% |