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 INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 10017 | Recordkeeping | $375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,217 | $46,553+184.0% | $64,056+106.4% | $75,163+75.9% |
| Participation rate | 96.1% | 65.9%+30.1pp | 72.3%+23.8pp | 67.2%+28.9pp |
| Annual return | 10.72% | 26.03%-15.3pp | 33.69%-23.0pp | 160.62%-149.9pp |
| Employer contribution / active EE | $5,745 | $1,974+191.1% | $2,747+109.2% | $2,670+115.2% |
| Participant deferral / active EE | $6,734 | $2,837+137.4% | $3,880+73.6% | $4,125+63.2% |
| Admin fee / account holder | $3 | $2,952-99.9% | $3,068-99.9% | $5,651-100.0% |