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 INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $17,343 |
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 | $28,223 | $60,795-53.6% | $69,455-59.4% | $65,185-56.7% |
| Participation rate | 95.2% | 74.9%+20.3pp | 74.6%+20.6pp | 70.2%+25.0pp |
| Annual return | 6.46% | 17.46%-11.0pp | 28.97%-22.5pp | 29.38%-22.9pp |
| Employer contribution / active EE | $2,160 | $2,452-11.9% | $2,779-22.3% | $2,177-0.8% |
| Participant deferral / active EE | $1,720 | $3,162-45.6% | $3,535-51.4% | $3,514-51.1% |
| Admin fee / account holder | $37 | $314-88.2% | $3,839-99.0% | $847-95.6% |