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 INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $1,578 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $185 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,560 | $57,976+6.2% | $62,995-2.3% | $62,292-1.2% |
| Participation rate | 95.8% | 75.9%+19.8pp | 74.8%+21.0pp | 69.5%+26.3pp |
| Annual return | 15.42% | 17.54%-2.1pp | 87.57%-72.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,243 | $2,415-7.1% | $2,759-18.7% | $2,042+9.8% |
| Participant deferral / active EE | $2,935 | $2,956-0.7% | $3,329-11.9% | $3,169-7.4% |
| Admin fee / account holder | $5 | $276-98.0% | $3,600-99.9% | $479-98.9% |