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 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $38 |
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 | $15,120 | $39,898-62.1% | $121,196-87.5% | $55,725-72.9% |
| Participation rate | 29.9% | 61.2%-31.3pp | 71.7%-41.9pp | 70.9%-41.0pp |
| Annual return | -4.87% | -0.96%-3.9pp | 16.93%-21.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $541 | $1,295-58.2% | $4,022-86.5% | $2,078-74.0% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,344-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $95-99.8% | $5,019-100.0% | $115-99.8% |