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 13 · EIN 13-1624203 | Contract Administrator | $16,002 |
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 | $27,556 | $55,002-49.9% | $59,878-54.0% | $56,287-51.0% |
| Participation rate | 95.5% | 75.9%+19.6pp | 74.7%+20.8pp | 69.9%+25.6pp |
| Annual return | 9.15% | 1.13%+8.0pp | 3.46%+5.7pp | -9.96%+19.1pp |
| Employer contribution / active EE | $2,243 | $2,448-8.4% | $2,722-17.6% | $2,111+6.2% |
| Participant deferral / active EE | $1,597 | $3,121-48.8% | $3,402-53.1% | $3,350-52.3% |
| Admin fee / account holder | $35 | $236-85.4% | $3,590-99.0% | $521-93.4% |