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-TCHRS INS AND ANNTY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $2,433 |
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 | $67,420 | $57,976+16.3% | $62,995+7.0% | $62,292+8.2% |
| Participation rate | 74.6% | 75.9%-1.4pp | 74.8%-0.2pp | 69.5%+5.0pp |
| Annual return | 14.73% | 17.54%-2.8pp | 87.57%-72.8pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,230 | $2,415-7.6% | $2,759-19.2% | $2,042+9.2% |
| Participant deferral / active EE | $2,808 | $2,956-5.0% | $3,329-15.7% | $3,169-11.4% |
| Admin fee / account holder | $14 | $276-94.8% | $3,600-99.6% | $479-97.0% |