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 INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $4,963 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $160 |
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 | $58,761 | $55,002+6.8% | $59,878-1.9% | $56,287+4.4% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.7%+23.2pp | 69.9%+28.1pp |
| Annual return | -4.00% | 1.13%-5.1pp | 3.46%-7.5pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,496 | $2,448+2.0% | $2,722-8.3% | $2,111+18.2% |
| Participant deferral / active EE | $3,290 | $3,121+5.4% | $3,402-3.3% | $3,350-1.8% |
| Admin fee / account holder | $14 | $236-93.9% | $3,590-99.6% | $521-97.3% |