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 INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,240 | $46,292-60.6% | $143,757-87.3% | $64,808-71.9% |
| Participation rate | 37.1% | 64.2%-27.2pp | 80.3%-43.2pp | 71.5%-34.4pp |
| Annual return | -12.99% | -10.05%-2.9pp | -0.04%-13.0pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,390 | $1,910-27.2% | $4,951-71.9% | $2,506-44.5% |
| Participant deferral / active EE | $1,174 | $2,646-55.6% | $5,637-79.2% | $4,310-72.8% |
| Admin fee / account holder | $1 | $154-99.5% | $14,673-100.0% | $188-99.6% |