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-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $15,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,785 | $65,322-55.9% | $70,449-59.1% | $73,488-60.8% |
| Participation rate | 95.5% | 77.0%+18.5pp | 75.1%+20.4pp | 70.7%+24.8pp |
| Annual return | 5.41% | 15.71%-10.3pp | 109.03%-103.6pp | 28.51%-23.1pp |
| Employer contribution / active EE | $2,279 | $2,460-7.3% | $2,737-16.7% | $2,270+0.4% |
| Participant deferral / active EE | $1,706 | $3,375-49.4% | $3,709-54.0% | $3,740-54.4% |
| Admin fee / account holder | $33 | $214-84.5% | $3,845-99.1% | $513-93.5% |